Approach
A documented process, not a narrative.
Every engagement follows the same accountable sequence. No two plans are identical, but every plan is written, reviewed, and revisited on a documented cadence.
- 01
Discovery
2 to 4 weeks
We map the full balance sheet, the people involved, and the obligations you carry across jurisdictions. We review existing statements, structures, and advisers. The output is a consolidated balance sheet and a written summary of objectives.
- Consolidated balance sheet
- Objectives and constraints memo
- Named lead adviser
- 02
Plan
3 to 6 weeks
A wealth plan documents goals, constraints, and the assumptions behind every recommendation. The investment policy statement sets the allocation framework. The tax and estate plan coordinates with your counsel.
- Wealth plan document
- Investment policy statement
- Tax and estate memo
- 03
Implement
4 to 8 weeks
Portfolios, structures, and documentation are put in place with custody and reporting from day one. We onboard existing assets, set up reporting, and confirm the first review date.
- Custody and accounts opened
- Portfolio implemented
- First reporting cycle
- 04
Steward
Ongoing
Regular reviews test the plan against markets and life events. The annual review revisits objectives, allocation, and structure. Material events trigger an interim review within five working days.
- Quarterly performance reports
- Annual plan review
- On-demand interim reviews
Begin with discovery.
The first conversation is 45 minutes. There is no commitment, and we will tell you plainly if we are not the right fit.