"If your only tool is a hammer, then every problem looks like a nail"
Abraham Maslow
1 - DISCOVERY
You are unique, and so we start with an in-depth exploration of your family structure and the financial, tax and legal areas we can improve on. Discussion of the scope of services we provide and our philosophy. How recommendations and decisions will be made and implemented and how we will keep ourselves accountable.
2 - FACT FINDING
Gathering of both quantitative data, such as balance sheet and cash flow, as well as, qualitative data, including personal and family values and objectives. We define and map the time frames to achieve those goals. Finally, we will have a careful discussion on risks and the risk levels are you comfortable with.
3 - ANALYSIS & DESIGN
Our team will sort thru the data collected and will explore financial, tax and legal opportunities you may be missing on. Using our state-of-the-art tools, knowledge, and experience, we will coordinate with your tax and legal teams, solutions that are custom tailored to you and your family.
4 - RECOMMENDATION & IMPLEMENTATION
We will present strategies that are best suited to meet the objectives you stated. The strategies will be supported with factual data and clear to understand approach for implementation. This is the time to discuss possible adjustments to meet any new concerns you may have. The final agreed upon strategy will be smoothly implemented by the team in coordination with your tax and legal advisors.
5 - MONITOR & ADAPT
Our health, our needs, our tax, and legal codes, are always evolving. We meet with you on a regular basis to report progress. During these review meetings we also address financial, tax or legal developments that may affect your family and require adaptation. We believe success requires us to Adapt to Change!
