OUR STRUCTRURED 8-STEP APPROACH TO STRATEGIC WEALTH MANAGEMENT AND LEGACY TRANSFORMATION
Assess
In this step we collect your financial information and all pertinent documentation in order to conduct a true wealth assessment.
We do extensive analysis of your current financial position and your current structures for taxation, liability and risk management.
Get in touch to discuss the creation of your legacy
We’ve found that the most effective introduction is from someone who knows you and knows us.
We place a much higher priority on working with companies and business owners referred/ endorsed by people we know and trust.
This helps ensure that we are a good fit to you and your team in creating and delivering value.
