What Can You Expect?
We keep you informed and involved in the management of your family's wealth united portfolio. Our goal is to engage your entire family in the process, preparing the next generation to manage the family wealth and perpetuate the family legacy.
Education, collaboration, empowerment. These are not just words—they are the ways in which we engage with you. We listen. We collaborate with your providers. We understand your estate planning. We take it as our duty to help you manage and guide your united investment portfolio.
There is no one-size-fits-all approach, and our strength lies in customizing our services to your needs. Once we have identified your portfolio or other areas in need of support, we will work with you to create solutions that are both cost-effective and efficient, with a focus on both the short-term and the long-term.
Our clients have access to an elite network of like-minded families and professionals, and a safe environment in which to share experiences and collaborate. Comfort comes with knowing you are not the only one with challenges, and sometimes the best way to solve a problem is to ask a friend.
Our fee structure is simple: our fees are paid by you, and only by you, transparently and simply. No manager, service provider, or financial company will pay us any commission or reward. We do not charge any "extra" fees for this, nor do we charge "more" fees for this. Since every family is different, each family is unique—thus, the specific service areas for each family are customized. Our preferred pricing method is a fixed service fee, which takes into account the specific nature of the services required by your family.
