Private Clients

A Collaborative Approach to Private Wealth Management and Financial Planning

We are proud of the work we do and how we can empower families to build wealth. Our team of professionals is highly experienced in helping private individuals and families to build their wealth to achieve their goals and objectives. We do this by putting clients' interests first, getting to know them well, judicious planning, development of customized wealth management and investment strategies, their implementation, constant monitoring and review. Our primary objective always being to produce results as expected by our valued clients in a stress-free relationship.  We are always on their side, working to deliver high-quality results and peace of mind.

We work collaboratively as part of the advisory team of Accountants, Tax, and Legal experts that you rely on, and can help connect you to a network of trusted professionals. It is crucial to your success that all pieces of the puzzle fit together well, and we will work to ensure that is the case. 

Brief Highlights of Our Team's Work

  • Global investment advice & management
  • Superior selection & pricing of investment products
  • Custom-built investment products designed for your timeline and goals
  • Wealth Management for individuals & families
  • Financial planning & tax optimization
  • Trust management - Intra-Vivos & Testamentary Trusts
  • Estate Planning - Wills & Powers of Attorney
  • Charitable giving
  • Business succession planning

Our Process

Discovery

In order known and understand our clients, create Financial / Wealth Management plans and best address their needs, our team starts the process by conducting detailed client interviews. Knowing our clients’ family, professional advisers, their current financial situation, wealth goals, attitude towards risk, investment knowledge and attitude towards risk helps us to provide our clients the most thorough and high-quality advice.

Proposal

Once the discovery process is complete, we’ll work with you to create a customized Financial Plan to guide you and your family through the wealth-building process. This includes a personalized financial planning and the creation of your own Investment Policy Statement (IPS). Our team may recommend a specific investment portfolio – depending on the parameters agreed to in the Investment Policy Statement of each individual client. Everything we do is created individually to best address your family’s goals and challenges.

Implementation

Once the Financial /Wealth Management Plan and Investment Policy Statement (I.P.S.) are approved by you,we'll work to achieve your goals.  

Monitoring & Feedback

After implementation, our team will manage your investment investment portfolio, recommend changes when necessary, and meet regularly to discuss your objectives and goals,investment performance.  We'll make changes to make sure your plans reflect your life. 

This ensures the team remains always focused and up to date on achieving what is most important for its Clients while adapting to their changing circumstances and market conditions. 

We provide quarterly portfolio reviews, in-person meetings, and 24/7 client access via our online portal.  Personalized support is available during business hours (9-5 EST) to all our clients by phone or email.