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Non-Financial Services

Client Centered

Client Centered

Incorporating non-financial wealth components into your financial plan enhances your success. These components include but are not limited to:

  • Family communication about wealth matters
  • Education of next generations on financial and business matters
  • Education of next generations to become dynamic wealth owners
  • Engaging family members in important decisions to be made about the wealth
  • Considerations when setting up trusts
  • Ethical wills

The 2012 Wharton Global Family Wealth Alliance report, “Benchmarking the Single Family Office: Identifying the Performance Drivers,” discovered that the more family members communicate and interact with each other and the more families invest in education of the next generations, the better their overall investment performance will be.

The report found this to be true of single family offices representing families with significant wealth. The same “performance drivers” can be applied to families at a variety of asset levels.

Through our strategic alliances, we offer access to professionals specializing in the management of these non-financial wealth components and we work with them to make your overall wealth management plan completely attuned with your goals and objectives as well as those of your family.

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