Our Process

  1. Discovery of family goals and current financial structures

  2. Tax, Legal, and Stewardship planning with your current advisors or connecting you with our trusted partners

  3. Clean Up of Existing Issues

  4. Optimization

  5. Tax Strategy Implementation and Coordination

  6. Family Governance

  7. Direct Investment Deal Flow

  8. Investments - Portfolio Construction and Management

  9. Cash Flow Management

  10. CFO Services

  11. Protection Through Anonymity

  12. Protection Through Insurance

  13. Family Summits

  14. Stewardship Implementation

  15. Financial Education