Introductory call

30 – 60 minute introductory call or video conference to get to know your needs and preferences.

The next steps will be outlined for you so that our relationship runs smoothly.

Add us to the team

Introductions to your team, CPAs, wealth advisors, lawyers and financial planners.

We will work to integrate into your existing financial team and provide the services that best serve your needs.

Gather documents

The level of autonomy you want our team to have is up to you. 

We will work with you to set up access to the necessary accounts for the services you require. Our detailed account worksheet can help this process.

Download worksheet >

Receive regular reports

Monthly or quarterly reports support you and your “family office” in all decisions.

Regular reports can be sent digitally or on paper to as many parties as need access.