Where financial capital and family capital align

When your wealth outpaces your retirement spending needs, the questions about the next chapter of your life evolve. Our Private Family Advisory follows the same principles and comprehensive planning as our Wealth Advisory, but helps you dig deeper and align your financial success with your family’s values and long-term goals.

We go beyond the balance sheet to help you and your family focus on family communication, legacy and well-being.

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Wealth impact

How can we use our wealth to make our community a better place?

How can we use our wealth to help our kids and grandkids?

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Wealth irrelevance

What good is the wealth we've built if we're not around to see the good it can do for our family and others?

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Income & taxation

Are we paying more tax than needed?

Is our income structured in the most tax efficient manner?

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Wealth protection

What happens if something goes wrong?

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Client experience

With an industry-leading team member to client ratio, we are able to proactively manage all of the complexities that come along with your situation.

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Professional collaboration

Are all of our advisors proactively collaborating for our benefit?

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Family dynamics & communication

Would an annual family meeting benefit our situation?

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Financial projection

Do we have enough?

Will it last?

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Investment strategy

Do we understand what we own, why we own it and what we're paying for it?

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Wealth transition

What will be left behind?

What do we want to happen with it?

Have we communicated our plans?

Have we documented these plans with a properly drafted will?

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Personal & business integration

How can our personal and business wealth work together to help us achieve our objectives?

Wealth impact

Our clients often have a desire to make a difference in their community and find value in engaging their kids and grandkids in this process. Many of our clients are self-made, first-generation entrepreneurs and executives and are extremely grateful for their success. They find that engaging their kids and grandkids in giving and charitable endeavors helps instill the values upon which their wealth was built as well as a sense of community and selflessness in the next generation.

Family dynamics & communication

Transferring wealth is about far more than cash, real estate, businesses and tax. It's about transferring values, morals and knowledge. Our clients want to ensure the next generation understands the hard work and sacrifices that went into creating their family wealth and that they appreciate the responsibility that comes with stewarding it. We facilitate family meetings with multiple generations to foster open communication where stories are told, concerns are shared and families are brought closer together with a goal of working towards a smooth and confident transfer of wealth.

Wealth irrelevance

What good is the wealth you’ve accumulated if you and your family aren’t able to enjoy the fruits of what you’ve built for many years to come? We believe health is wealth. We work with our clients to prioritize their physical and mental well-being by defining and understanding their purpose after retirement or a business sale and help them understand the tools available to them.

Does this sound like you, or your business?

We'd love to discuss how our approach might benefit you or your business. We start with a FIT meeting to talk philosophically about what you believe in, what we believe in, and whether the work we do might be a good choice for you.