The Client Experience

What to expect from the first year of your private wealth management experience

Day One starts with a handshake. In that respectful grip, we hope to communicate our commitment to a relationship with integrity—a driving force in everything we do.

With introductions done, we button our lips and listen. And if this period of discovery takes one day or 30 days or more of listening to understand and define your vision, then that’s what we’ll do.

Then we’ll explain the onboarding process and what to expect, and turn our attention toward developing and implementing a one-of-a-kind plan that meets your expectations and goals. Each plan includes monthly reporting, quarterly reviews, and regular, disciplined cross-checks to ensure that we’re meeting goals and staying true to your interests, preferences, and family needs.

Internal Checks and Balances

We’ll never forget whose house we’re building: yours. We’re committed to simplifying the process for you, and making your experience nothing less than exceptional every step of the way. We do that by offering a steady diet of thought leadership, shared learning, engagement, comprehensive reports, and access to resources, peers, and personnel whenever you want it.

Sample list of questions and documents