Although our strength is investing, we see ourselves as having a broader mandate than simply investment management.
Establishing Goals
For many families, broad financial goals fall into several categories:
- Accumulating capital
- Preserving capital
- Growing capital
- Minimizing taxes
- Generating cash flow to meet expenses
- Inter-generational transfers
- Charitable gifts/strategies
Implementation
Implementation of a financial plan may involve the establishment of corporations or trusts. It may involve new wills or the separation of matrimonial assets. Although we do not claim to be experts in these areas, we have a solid track record of working closely with our clients' other advisors (lawyers, accountants, trustees, company CFOs, foundation executive directors, etc.) to suggest or collaborate on strategies to meet our clients' needs.