Defining a shared purpose helps fulfill multi-generational needs.
Every family member has unique financial and emotional motivations that influence their decisions about wealth preservation, philanthropy, and the management of legacy assets. An understanding of each generation’s desires and vision helps to best meet their needs.
Getting to know you, your goals, and your expectations
We believe the more we understand your business issues, intra-family relationships, and personal attitudes about money, the better we can serve you. We therefore:
- Conduct initial in-depth interviews to assess your goals and expectations
- Meet quarterly with you to discuss portfolio performance and explore any changes in risk tolerance or goals and needs
- Offer annual family meeting education forums