Creating a customized environment for each family
If there is a single common thread in our wide and varied experience it is that families are not only individual and made up of individuals, they’re in a constant state of change. As your wealth advisors we draw on this experience to help your family anticipate and respond to the ongoing events that shape your lives—the marriages, births, deaths, education and illnesses that may require some planning or even some reorganization of your wealth strategies.
In each case we consider the ramifications of change on your individual situation, taking into account the effect on family harmony through careful investigation, consideration and shared decision making. For example:
- When your family wealth is concentrated in a single entity, such as a large successful business, in the event of a sale what are the specific considerations for your family?
- When your family wealth legacy is broadly invested in stocks and bonds or real estate—does this continue to support the culture of your family? Or does that legacy need reconsideration, by whom and when?
- When your family supports a foundation or other form of philanthropy, does it function in a way that enables your family to participate in its strategy and administration? Are the investments and grants working in a way that achieve the goals of your family legacy?
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