We will begin collaborating with other professional advisors at this time, so they can have confidence that their team is working together on their behalf. Next we review and fine-tune the plan and begin discussions regarding their portfolio allocation and risk tolerance.
We design the portfolio based on personal values and priorities and work with their extended family to develop, execute and memorialize their mission and legacy. We make sure to closely monitor that their portfolios are invested prudently and appropriately. We set the plan in motion and keep our clients informed about their progress every step of the way.