Financial advice for individuals and families

You've worked hard for your wealth, so it's natural to want to make the most of it. Whatever your plans for your money, we'll create a plan to help you achieve them.

When growing family and business wealth, we believe in looking at the big picture. This means looking at what your wealth is now and what it might be. To create a strategy that matches your needs, our client advisors can guide you through a financial planning process to create an individualized plan that's based on your goals, values, and legacy. 

When you love what you do, stepping aside isn‘t easy. But as time goes by, your lifestyle will naturally adjust to a change in priorities. You may want to remain hands on. Take a step back. Or pursue other passions. As time goes by, you might need to reconsider your financial plan.

It’s never too early to start planning for your future. So, it's good to know you'll have support from our experts straightaway, helping you create a solid plan. And as time rolls by, you'll keep receiving advice and solutions to meet your changing needs.. 

Planning your children's future is important. Your children are your legacy, and you want to equip them for the challenges ahead. But in a changing world, what skills will they need?

Transferring wealth to the next generation comes with difficult questions. When you have one heir, things can be relatively simple. With multiple heirs, the situation gets more complicated. Is my family okay, no matter what? How can I be fair to my loved ones with very different interests and skills? How can I pass on our family values to the younger generation? Should I pass on wealth directly to my grandchildren? How can I support my children in their careers?

When it comes to relationships, it’s difficult to anticipate the future. Lives may not be as linear as they once were, but one fact remains: nothing dissipates wealth as quickly as marriage and divorce. While many marriages last a lifetime, some sadly don’t. In those cases, it’s important to be aware of all the options about finances. We can help facilitate this difficult conversation by putting it into the broader context of financial planning.

After a lifetime of hard work, maybe it’s time to take a step back and reap the rewards of your hard work. Whatever you want to do next, we can help you manage the transition.

What should you consider when planning for tomorrow? What will your legacy be? When you love what you do, stepping aside isn’t easy. But as time goes by, your lifestyle will naturally adjust to a change in priorities. You may want to remain hands on. Or you may want to take a step back and pursue other passions.

Creating impact is a personal matter which is defined by your individual goals, ambitions, and passions. You may want to make a positive impact on the world in a way that reflects your personal values. But how? We offer a wide range of solutions to help you stay true to your values without sacrificing financial returns. So you’re able to invest in the world you want to live in.