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Our Approach
Our team has extensive experience in financial, due diligence, investment, wealth planning, and professional services. We are experts working with other experts. Our expertise and experiences are our driving forces. We partner with each client to provide individualized stewardship of your wealth. We do this by implementing wealth management and planning objectives through proper investment oversight, facilitating complex estate planning, performing ongoing due diligence, and focusing on liability protection.
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Intelligent Individualization
Each client has services specifically tailored to his or her individual needs, along with the needs of his or her family and ongoing business(es), if applicable. We plan and implement objectives with our clients continuously, based on the totality of the client’s financial circumstances, including current estate plans, trusts, investments, and other assets.
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Small By Design
Our role in advising is that of a family office, serving to create an organized and proactive approach to the complex financial and personal circumstances that surround high net-worth individuals and families. We provide focused management and oversight of each client’s financial and personal circumstances. Our goal is to provide clients with a superior set of services with complete access and transparency. This means we leverage technology to remain small and focused on a fixed number of clients.
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Exceptional Opportunities
We will manage clients’ assets directly, or use a select group of independent, best-of-class money managers carefully chosen based on experience, performance, and the client’s unique needs. However, we do not require clients to place assets directly with us. We also work with a client’s existing money managers. As an independent advisor, we will oversee a client’s money managers objectively and proactively, identifying issues arising from a client’s overall circumstances and investment objectives. We leverage leading edge software to make sure our clients have in one place all the information and oversight they require to understand and oversee their wealth management strategies, presented in a tailored manner that can be easily understood.