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


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

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Let's start the conversation

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