WHERE ARE MY INVESTMENTS HELD?
For your protection, your assets are held in custody at a 3rd party, global institution that provides safekeeping and reports on the value of your assets. We never hold client asset directly and only have limited authority to direct how we implement your investment plan or strategies.
WHO IS YOUR TYPICAL CLIENT?
Most commonly we work with two groups of clients: 1) those with established wealth who are seeking to protect and grow their assets, and who may have legacy/charitable interests as their focus today and, 2) those still in the wealth accumulation phase, where they have built a solid savings base and are now focused on longer term goals such as retirement, a business sale, income replacement, etc.
ARE YOU ABLE TO PROVIDE INVESTMENT CREDIT LINES?
Absolutely. We are able to setup investment credit lines at highly attractive rates, for whatever liquidity needs may come your way. There is no cost to set this up, no cost if you do not use it and you can repay the credit line at any time without penalty.
ARE YOU ABLE TO PROVIDE TRUSTEE SERVICES?
We have strong relationships with several firms and individuals who can act as a corporate trustee or personal trustee. Based on your needs and/or the terms of the trust, it may be worth exploring a more service oriented option that will respond in a professional, timely manner and who will not be limited by bureaucratic timelines often seen in larger organizations.
How long does it take to open an account?
Getting started is easy! After signing docs and providing current statement(s) we will work with our global custodian to ensure a timely and accurate transfer of assets. This process typically taxes 3 - 6 weeks depending upon the complexity of your portfolio holdings and the cooperation of the originating custodian.
I HAVE MORE QUESTIONS, WHAT SHOULD I DO?
Reach out to us. We are no pressure, easy to talk to and we are always interested in providing the highest level of service available.