Financial and Investment Oversight

Our clients often come to us with questions about whether their current portfolio is meeting their goals, if their managers are achieving the best results, or if the fees they are paying are reasonable. If you wonder about these things, we can help.

We start with a "Second Look".  This includes a review of your existing portfolio and structure. We do not sell financial products so we can provide a completely unbiased opinion.

Then, we offer the services of a Chief Family Financial Officer (CFFO) to provide global oversight for all aspects of your family’s wealth and financial governance. Your CFFO functions much like a CFO of a corporation and works with you to create a detailed service plan based on your unique values and needs. They work closely with you to continuously oversee your affairs and provide you with solutions for your unique needs.