Wealth Planning

Wealth Planning

“Planning is bringing the future into the present so that you can do something about it now.”

—Alan Lakein, Author

Taking the right steps today ensures you achieve your life goals tomorrow, whatever they may be. We operate to the highest fiduciary standards, always guided by your best interests.

Our wealth planning approach involves the following steps:

  • 1

    Helping you define your goals

  • 2

    Assessment of your current situation

  • 3

    Preparation of a wealth plan

  • 4

    Ongoing plan monitoring, review and adjustment
Key Elements of Our Wealth Plan:
Portfolio Management
Portfolio Management

We ensure you have a suitable asset mix that reflects your risk tolerance and investment objectives. Our institutional approach to investment diversification (which provides exposure to both publicly traded and private assets) means less volatility and a smoother path to achieving your goals.

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Personal Financial Projections
Personal Financial Projections

Our detailed financial planning will assist you in projecting your future cash flow and net worth, factoring in both your spending and your expected investment returns. We update your projections on a regular basis to ensure your investments are on track.

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Tax Planning
Tax Planning

We will work with you and/or your tax advisor to structure a plan that minimizes taxes and maximizes your cash flow. Tax planning is of outmost importance—and there are various ways to approach it. We will help you choose the path that’s right for you.

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Estate Planning
Estate Planning

Ensuring your affairs are properly organized from both a tax and personal perspective is critical. We will make sure your will and Powers of Attorneys are satisfactorily in place, and that you have a plan that will protect your loved ones for decades to come.

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Insurance
Insurance

Insurance can be a valuable tool to protect your loved ones, preserve your assets and mitigate the impact of taxes. We can assist you in identifying and evaluating insurance opportunities so you get the coverage that’s right for you.

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Reporting
Reporting

We provide transparent investment statements that show your historical net rate of return and the amount of money you have earned since you joined us, along with statements from our third-party custodian and annual audited fund financial statements.

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