The Wealth
optimization system
Our proprietary planning process creates a wealth management strategy built around your family and goals, not just around your finances.
Our Wealth Optimization System creates a foundation built on your Values, Vision, and Goals.
Solving problems without these key criteria at the forefront will often lead to “fiscally sound” decisions which don’t honour your family or what’s most important to you. Worse, these decisions can end up driving a wedge between you and those you care about rather than enriching and strengthening these relationships.
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Discovering Your WHY
Identify Values, Vision and Goals.
Gaining clarity around what motivates those in your family, their “why”, defines what success looks like in your wealth management. Rather than creating conflict, a clear understanding opens up conversation and can bind families together. Before you can protect your wealth or your family, you need to identify your vision, values and goals.
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Creative Solutions
What if there was a solution that could tie these goals together?
It takes bravery to share what’s at the core of who you are; but when you do, new solutions can arise. In the Creative Solutions phase, we begin finding trends between everyone’s goals, vision and values, and creating a structure which unites them. Our team will bring the financial, risk, estate and succession planning expertise to the table as together we build out a wealth strategy for the family and business.
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Strategy Deployment
Implementation should never depend on you alone.
Imagine having your entire family and a team of experts working together towards the same goals. Our team will walk through the entire implementation process with you by providing support, coordinating all parties/strategies/products, and ensuring accountability to the goals we’ve defined.
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Results Management & Family Office Services
If you cannot measure it, you cannot improve it.
Even the best laid plans require accountability, measurement and course corrections along the way. Together we will establish systems to ensure you have full confidence the plan will work over time and strategies get properly implemented.
The Planning Horizon
By focusing a significant amount of time above “the planning horizon”, we discover the valuable “whys” (values, vision and goals) before dropping “below the line” with the “hows” (strategies, tactics and tools). Our clients have come to count on us to ask the questions no one else is asking so that together we can find solutions no one else has found.