We offer a confidential, single point of contact style service to best optimize your wealth structure and investment necessities and solutions. We work hand in hand with financial entities to enhance your wealth’s ownership structure for preservation and optimal wealth transfer. We define costs and benefits by jurisdiction and negotiate terms to provide a concrete analysis of your legacy today and over the course of time as your family’s needs and wishes evolve as life events arise. In addition, educating and training other family members on financial principals and capital management is true to our beliefs for wealth conservation.
In union with defining and implementing your desired wealth structure and plan, we analyze your current investment and credit costs versus the institutional benefit of your existing relationship and negotiate existing and future terms on your behalf. Our philosophy incorporates a customized investment methodology of defining your acceptable risk and return profile with daily evaluation of portfolio impact and a formal