The complexities of your family’s wealth can make it difficult to get a holistic understanding of your financial picture. 

Our digital platform can provide you with full visibility into your entire net worth while serving as a central storage for your important wealth planning documents. We collect and organize your financial data in a way to help you make informed financial decisions, while creating customized reporting to give you ongoing insight into your financial picture. Our digital platform provides:

• A single source of trusted information
• Anytime, anywhere access
• Elimination of redundant workflows and inefficiencies
• Data security and privacy
• Customized access controls for family governance

Serving as the chief financial officer of your family’s finances can be daunting, particularly without the proper guidance and infrastructure.

We can help construct a comprehensive, goals-based financial blueprint to support the administration of your personal finances. We can also provide customized financial analysis and reporting, including:

• Generating balance sheets, income statements and ledgers
• Projecting and monitoring cash flow needs
• Developing and monitoring personal budgets
• Monitoring tax and recordkeeping liquidity requirements
• Tracking private equity capital calls and disbursements
• Additional services including bill payment and business transition services

You’ve reached a point in your life where you may be looking for more information, better insights, and a complete picture to help make critical decisions. 

Through an ongoing planning consultancy model, we can provide advice through various assessments, reviewing your planning from different perspectives, including:

• Trust and estate planning
• Asset protection and jurisdictional planning
• Risk management and insurance planning
• Personal financial planning and management
• Personal tax advisory
• Family engagement and education
• Business transition

We use your assessments to integrate and align advice and educate you along the way so that you are always fully informed.

Implementing comprehensive wealth plans can be challenging when trying to coordinate several advisors and services.

We strive to relieve the stress of managing the many facets of your plan, working with you to create a priority action plan and clear process for plan implementation after our assessment and education phases of your engagement. Our team can help you establish a disciplined meeting and process governance model that seeks to ensure a consistent and reliable cadence of communication and accountability between you, your advisors, and stakeholders, effectively creating a virtual ecosystem.