Tools & Processes
In working with individuals & families we have tools and processes to assist with:
- Financial Independence Governance
- Investment Governance
- Philanthropy Governance
- Family Wealth Stewardship Governance
- Family Meetings
- Risk Management
- Insurance Review & Analysis
- Monthly Cash Flow Analysis
- Expense Tracking and Lump Sum Periodic Expense Mapping
- Will Mapping
- Estate Mapping
- Family Wealth Succession Planning
- Business Succession Planning
- Personal and Family Action Plans
- Personal and Family Goal Profiling
- Personal and Family Blueprinting
