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The Client Process
True wealth management involves an integrated, multilayered approach which follows a disciplined and pre-determined process.
Managing your net worth involves much more than your investment accounts. The 8-Step Wealth Management Process is an integrated, multi-layered approach encompassing tax minimization planning, portfolio construction and management, retirement income planning, trusts & estate preservation as well as risk management.
The process takes our clients through six initial meetings with one of our advisory teams, followed by a meeting with a tax lawyer. Once the plan has been implemented, a structured review program is put in place that includes regular comprehensive wealth management assessments as well as portfolio reviews.
Our 8-Step Client Process
STEP 1
Current Financial Analysis
Performed by Advisory Team
STEP 2
In-Depth Goal Setting & Lifestyle Planning
Performed by Advisory Team
STEP 3
Wealth Plan - First Draft
Performed by Advisory Team
STEP 4
Wealth Plan - Final Draft
Performed by Advisory Team
STEP 5
Back Tested Portfolio Construction
Performed by Advisory Team
STEP 6
Estate Preservation Planning
Performed by Advisory Team
STEP 7
Living & Testamentary Trusts, Etc
Performed by Lawyer
STEP 8
Annual Plan & Portfolio Review
Performed by Advisory Team
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