Discovery

The first step is to have a conversation with the client to fully understand his/her goals and concerns. We will also take stock of his financial situation and collect information and documents. We often consult the client's other advisors to fully understand his/her structure. This information represents the raw material of our process.

 

 

Analysis

We prepare financial projections to see how the client's wealth will evolve in the future. We will establish how much assets will be needed to cover the family cost of living, how much for future personal projects or needs, and how much will be left for the people and organizations the client cares about. We assess if the structure and tools in place are aligned with the client's goals. If there is a discrepancy, we examine all possible solutions to correct the situation.

 

 

Recommendations

We present the client and his/her advisors a detailed plan of recommendations that will enable him/her to meet his/her goals.

 

 

Implementation and monitoring

Once the plan has been revised, we execute the different stages of the plan. We coordinate its implementation with the various stakeholders. After the new tools are in place, we do periodic follow-ups to ensure that they achieve the targeted goals and still meet the client’s needs.