One playbook. A complete view of
your financial affairs.
Make decisions
knowing the full picture.
Our comprehensive playbook is the DNA of your family’s financial
life. It’s the foundation of our
decision-making process
together and provides a unified,
holistic view that helps you
alleviate blind spots and risks to
your wealth and legacy.
Strong roots start with
a family tree.
We architect a complete view of
your family tree, including your
stakeholders, family members,
and all your advisors, trustees and
service providers.
A real-time view of your balance sheet.
We provide a current view of your complete balance sheet, illustrating what is in and out of your portfolio and estate – across custodians, asset types and legal entities.
The building block for a
seamless transition to the
next generation.
A comprehensive estate mapping is
essential to your estate plan. We develop
an easy-to-comprehend view – including
full trust and entity summaries – to provide
transparency on:
- Asset flows to beneficiaries
- Estate taxes owed
- Mapping of all family assets, down to the precise dollar
