Client Profile: Are we a good fit?
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
We thrive on serving a small, exclusive group of high-net-worth individuals, families and small business owners, all of whom, just like you, seek both a personal and professional approach from our close-knit family of investors.
We recommend that prospective clients fulfill certain criteria within three categories in order to become a client: attitude, advocacy, and assets. The following guidelines determine whether or not we will accept a new client. Business relationships must be mutually compatible to be successful. As a result the guidelines are made as clear and readily accessible to prospective clients as possible.
Clients are first and foremost our personal friends with whom we have developed mutual trust through common goals. We have an immense loyalty to our clients and consider them a part of a small, close-knit family. Our team collaborates with clients to devise well-defined, long-term financial objectives, which leads to lifelong or even cross-generational relationships. We expect clients to endorse a long-term perspective and to work with us to develop a customized investment plan. In summary, clients follow two principles:
· They have a history of long-term relationships with other professionals.
· They fully empower us as their "Personal CFO."
Our reputation has been established on integrity and trust, forged over many years of value-added service. These core values are essential in how the practice operates. The family environment is at the center of the client network. The question we ask is: Would we be willing to advocate a prospect’s personal or professional work to others? Likewise, the prospect must ask: Would I be willing to recommend this practice to friends and family?
While a client’s attitude and advocacy are the primary considerations, the practice’s experience is best suited to high net worth families and individuals. As a result, the level of investable assets will be a secondary criterion.