How We Work

Client relationships depend on education and understanding. Our role is to understand our clients' business goals and family dreams and then apply our professional knowledge to help achieve them. While everyone claims they are client-focused, our broad-based review process builds goodwill over years, decades, and generations.

Step 1: Understanding

In the beginning we take a broad perspective. We need to understand our clients' future goals, their past achievements, and their current circumstances. And beyond the facts, we need to appreciate the personal, spiritual, or philosophical values that motivate them as well as the lessons they have learned through their success. Listening is always the first step toward earning a seat on your side of the table.

Step 2: Analysis

Then we narrow our focus and begin research on your current planning strategies - reviewing existing documentation to identify gaps or inefficiencies, as well as new opportunities to consider. From this analysis we recommend a menu of appropriate strategic solutions. Each one is subjected to modeling and testing so that you can make informed decisions as the plan develops.

Step 3: Implementation

A comprehensive, integrated plan for business and family wealth inevitably draws on diverse disciplines - such as legal, accounting, and trust professionals, along with the financial product institutions and administrative resources. Our role is to coordinate their efforts and facilitate communication so that every detail is examined and every task conforms to a disciplined timetable.

Step 4: Management

The lesson from this decade's financial and political environment is that comprehensive planning must become a perpetual decision process. As personal circumstances, economic conditions, and regulatory environments change over time, our clients' plans must respond to new opportunities and potential risks. Our monitoring procedures allow you to evaluate performance against benchmarks and objectives so you can modify decisions as soon as a response is needed.