our process
Our private client team focuses on your family’s best interest. We strive to provide solutions and advice without prejudice. Our process involves data gathering, in-depth risk analysis and finally full risk plan presentation.
Our analysis involves a custom liability assessment tool which helps us to build bespoke solutions based on 3 very important factors:
1- Asset’s (what they are and how they are owned)
2- Existing and Potential Liabilities
3- Risk Tolerance