Creating and measuring our clients’ experience through our core processes

Info gathering

  • What decisions need to be made for you and your family in the short term?
  • Where do you want to be in the longer term?
  • What have been your experiences with your finances and wealth planning?

Wealth planning

  • Understanding your risk
  • Cash-flow analysis (expense-driven)
  • Liability management
  • Identify award strategy (i.e. concentrated holdings)
  • Goals-based wealth planning
  • Portfolio manager selection
  • Collaborate and implement

Client onboarding

  • Onboarding paperwork sent by UPS with return envelope
  • Online set up
  • Administrative support
  • Electronic asset transfer/cash wire
  • Investment strategy review
  • Open line to discuss any family financial matter

Action items checklist

  • Gifting strategies (donor funds)
  • Corporate benefits review
    • Concentration strategy
  • Add liquidity
  • Real estate strategy and custom lending
  • Long-term health care
  • Asset protection/ insurance requirements
  • Trust services and products1

Review

  • Scheduled quarterly or semiannual reviews
  • Portfolio performance review
  • Client goal review and validation
  • Wealth planning adaptation
  • Portfolio adjustments

Let's start the conversation

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