Families & Individuals

Our practice is centered on the financial wellbeing of our clients and their families.

This includes a focus on the multigenerational needs and challenges they face regarding such important things as education funding for their children, disability, critical illness, life and elder care insurance, savings and investments, estate planning and tax mitigation.

We are particularly aware of the sensitivity of the topic of wealth and strive to ensure that relevant family members are informed and educated about the family’s current and potential financial situation.

We accomplish this by facilitating and mediating family meetings, having regular reviews with family members and creating holistic financial plans that consider the needs and goals of all family members. This allows for a successful and smooth transition of wealth between spouses or between generations in the event of an unforeseen circumstance without compromising the realization of the family’s financial goals.