FAMILY WEALTH ADVISORY SOLUTIONS
Family Wealth Advisory Services including ongoing Wealth Management, Planning, Private Financial Concierge and Investment Consulting are performed on a quarterly retainer (fixed fee) plus asset-based fee basis. Customized solutions and dedicated personal services are tailored to individual and family needs. These services are suited to those with at least $2MM in liquid assets.
CONSULTING & WEALTH PLANNING
Ongoing Investment Consulting is performed on asset based fee basis.
Wealth Planning is available on a select, segmented basis. Planning Fees begin at $5000 and are based on complexity.
Hourly fees are charged at the rate of $360/hour