Our Firm

Values & Philosophy

Our core values guide all of our practices and decisions. It is important to our firm that everything we do is in line with the following values:

We are passionate about what we do

In everything we do—for our clients, our community and our colleagues—we are committed to challenging the status quo: ‘good enough’ is never good enough. We collaborate with external experts, our Partners and our clients, constantly evaluating our advice and services.

We act only in our clients’ best interests

Our unwavering commitment to exacting and ethical standards guides all our decisions and practices. We deeply value our clients’ confidentiality, we respect our clients’ other advisors and we seek to act with integrity in all our actions.

We deliver ‘Raving Fan’ service

We promise a lot and deliver more. Our clients and their goals are singularly important, and we are committed to providing exceptional service. A superlative staff of talented people is in place to support a system committed to these values, ones which govern every aspect of our practice.

Our Planning Philosophy

Our planning philosophy, based on Modern Portfolio Theory, has five simple, but important, steps:

  1. Determine each client’s unique goals and objectives
  2. Develop a comprehensive financial plan designed to meet stated goals
  3. Commit to a specific strategy
  4. Implement the plan
  5. Closely monitor and evaluate the plan

We see each client’s goals as distinctive: like fingerprints, no two are alike. Your family’s plan must be equally unique. As your Family CFO, we believe our most important role is to serve as your advocate. We defend, promote and protect your interests and personalize our relationship with you to ensure that your specific needs are met beyond your expectations.