Successful individuals and families often have an array of financial, tax, and legal objectives that require more than a well-managed investment portfolio.
In fact, you may already work with several advisors who are each responsible for a different aspect of your financial wellbeing. Yet even the experts can’t do their best work for you if they aren’t privy to your entire financial picture.
Our Family Board of Directors™ strives to solve this problem by routinely collaborating with your team of advisors. We coordinate with your tax and legal advisors, bankers, and investment managers to provide you with a single point of contact for your financial planning and wealth management needs.
As a result, we are better positioned to proactively offer solutions and avoid unnecessary mistakes.
We understand each family is different and therefore has unique wealth management needs. As such, we tailor each Family Board of Directors according to your family dynamics, near-term goals, and long-term aspirations.