Family Wealth Counseling For Advisors

The Family Wealth Counseling Advantage

Integrated Approach

  • Our solutions are based on personal goals
  • We use the appropriate wealth management structures
    • Enhanced Risk Adjusted Returns
    • Enhanced Tax Efficiency
    • Increased Cost Effectiveness

Full Disclosure

  • We are transparent in all aspects of the relationship
  • We offer disclosure & active management of potential conflicts
  • We offer an open architecture approach

Long Term View

  • We have a multi-generational perspective
  • We understand the timing of risk
  • Every planning horizon is unique
  • Our perspective allows for effective decision making

Best-in-Class Solutions

  • We partner with top-tier firms to create solutions
  • We take a team approach to working with other advisors to produce best ideas
  • We offer due diligence and continuous monitoring

Relationship Approach

  • Expert manager assigned to each relationship
  • Single point of accountability
  • Low client-to-staff ratio
  • Total focus is always on client needs