WHO IS YOUR TYPICAL CLIENT?

We work with established families, business owners, professionals, and individuals experiencing significant life transitions, including divorce or the loss of a spouse. Whether focused on preserving wealth and planning a legacy or building toward retirement and future milestones, our clients value thoughtful, long-term guidance. While many of our client relationships are in the $3 million range, we can accommodate relationships starting at $1 million and above.

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.

 
 
 

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 takes 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.