Fixing a broken wealth management industry one happy client at a time.
The Problem with Big Firms
The primary focus of large investment firms is generating fees. Proactive service doesn’t come into play for clients under $25M in investable assets, and essentials like estate and tax planning aren’t offered in house, meaning you’re left to piece together those solutions on your own.
The Problem with Boutique Firms
Smaller firms may provide better service, but they still lack in-house expertise in most financial arenas outside of managing investments. Their asset base typically isn’t sufficient to sustain the 7-figure payroll required to employ tax planners, estate attorneys, and real estate professionals.
The Problem with Virtual Family Offices
The concept of a virtual family office has become increasingly popular in recent years, but a lack of cohesiveness and steep billing by each tax, legal, and investment expert generally leads to disappointing results.
