Family Guidance

Our team works side by side with you and your family members, to help you navigate through all of the complexities of wealth management.

We encourage multigenerational collaboration and discussion.

Multigenerational collaboration and discussion

Since each family is unique, we focus the conversation on what really matters to your family. We strive to build strong relationships with all family members and provide education to further understanding of your financial priorities and help ensure your wealth transitions smoothly.

Facilitation of family planning meetings

Planning may include many family members.  We coordinate and lead family meetings—assembling family members, attorneys, CPAs, and other investment professionals to review family goals, objectives, challenges and outcomes so all parties work together for your success.

Proactive outreach keeps you informed 

Through face-to-face meetings, conference calls, and/or emails, our goal is for you to stay informed about results and feel comfortable with our progress, no matter where you live or work.