Our detailed Family Wealth Plan combines your existing financial assets, your unique vision of your future legacy, and your concerns for protecting your human or intellectual family assets from destructive affluenza or mismanagement of wealth. Our firm implements tactical and strategic financial planning recommendations that will contribute to achieving the best risk adjusted financial returns, tax savings and achievement of your personal goals.

Our detailed Investment Plan encompasses the following main elements:

Clients will have 24/7 access to the following financial records through a secured cloud data base and technology platform: