Developing high-net-worth families.
The most important driver of our firm's goals is family.
Early on we wanted to create the kind of firm we could be proud of so we committed to the FIDUCIARY STANDARD. The fiduciary standard requires we advise our clients as we would our own family. What do we want for our family? To empower our kids with financial literacy, financial independence and and the ability to change the world. So each of our PRINCIPALS studied money and relationships; first in corporate finance, then in personal finance and in the case of our founder, politics. We are in the business of family.
We structure our family wealth advice around a wealth creation and preservation system called, FAMILY GOVERNANCE. Our business is helping clients implement family governance strategies along with the six (6) comprehensive strategies of financial planning. If developing a high-net-worth (and high-self-worth) family resonates with you, we should talk.
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