OUR PROCESS

Strategic Review and Plan

Introductory Meeting (generally, 30 minutes, no cost)

• In the Introductory meeting, we discuss the scope of your project, fees, important disclaimers, our disciplined process, and our expected deliverable.

 

Discovery Meeting (generally, 2 hours +)

• In the Discovery meeting, we ask questions to help provide clarity around family values and to better understand your family’s lifestyle and financial goals, we draw a family genogram so we know who is in the family and what relationship dynamics may exist, we collect personal information and relevant investment statements, tax return summaries, legal documents, corporate organizational charts and we discuss what worries you may have that need planning solutions.

 

The Strategic Review and Plan Preparation = We will prepare a comprehensive report with suggestions to assist the family to build a family stewardship mission statement, a list of your lifestyle and financial goals, comments regarding your current planning, education focused on what planning you may consider, suggested priorities for moving forward and we will make any referrals if required.  (generally, 4 hours +)

 

The Strategic Review and Plan Delivery (generally, 2 hours)

• In the Delivery meeting, we will review the report, discuss priorities and determine together how the family may proceed towards achieving their goals.

 

Consulting Fees:

$500/hour with minimum 8 hours = $4,000 minimum fee

(Not including travel)

 

 

Annual Family Stewardship Meeting

Your family’s circumstances change, global markets change, tax and governing legislation changes, and the economy changes so it is crucial that every wealth plan is flexible, adaptable, and reviewed on an annual basis. In our annual meeting, we initiate a comprehensive review of your Strategic Review and Plan, including all relevant metrics, progress towards goals, we ensure that all stakeholders’ interests continue to be understood and represented, and we educate you about possible adjustments that you may consider. This meeting may include the family’s tax, legal, investment, insurance and banking advisors.  (generally, 3-4 hours with preparation)

 

Consulting Fees:

$500/hour with minimum 3 hours = $1,500 minimum fee

(Not including travel)

 

 

Additional Services

We offer bespoke services which may include follow-up phone calls and family meetings, preparing for and participating in advisor meetings, and reviewing and summarizing advisor reporting.

 

Consulting Fees:

$500/hour

(Not including travel)​

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