By diving into data points about their wealth — from their business’ balance sheet to the assets and liabilities of their family — we construct a complete financial profile of everything in a client’s life that will affect or be affected by a transition plan.
The wealth management components begin with planning and may include investment management, banking, insurance, and risk management strategies. A key to our process is the ‘transformative conversation’ in which we identify how a client’s role will evolve to be a central figure in their transition plan.
We surround our clients with our own expertise, along with the collaboration of their trusted resource partners, empowering the client with the decision-making necessary to implement their plan.
We always communicate on a regular ongoing basis, measuring and monitoring the success of each client’s plan.