Frequently Asked Questions

Have questions that aren’t answered here?

What is your fee structure?

Since each client situation and need is unique, each of my fee arrangements is also unique. Depending on the nature, timeline, depth and complexity, you and I will devise a fee structure that is appropriate and agreeable to both of us.

What is the process to start working with you?

Again, this is dependent on the nature, timeline, depth and complexity of your situation. We would start by setting a timeline of intake meetings and specific tasks for each. Some clients may only need help with a specific project to start, which would require a much less involved intake process, but may evolve into more over time.

What exactly is a Family Office, anyway?

A “family office” is a hip way of saying that you have a hub in the middle of your financial wheel – someone who keeps everything running smoothly and with stability. There has been a lot of press lately on “The Rise of the Family Office”, as evidenced by the December 15, 2018 cover article in The Economist magazine by the same title: “FOS [family offices] are booming. Their roles include managing families’ wealth, administering their assets and often other services, from the mundane (paying bills) to the knotty (succession planning)… This can [also] include tax and legal services, compliance, cyber-security, and monitoring invoices.” Further, “The role of the FO has evolved into being a trusted adviser on anything from an investment conundrum to a child going off the rails… With upwards of $2trn expected to pass from entrepreneurs to their heirs over the next 15 years, the family office is entering a Gilded Age.” (See also: Private Wealth Adviser, April 15, 2019: “Rising Rich Boost Stature, Growth of Family Offices”; Forbes.com, December 17, 2018: “The Rise Of The Family Office, Where Do They Go Beyond 2019?”; Forbes.com, April 2, 2019: “5 Benefits A Family Office Can Offer Your High-Net-Worth Clan”

Do I have to let go of any of my other advisors?

Absolutely not. In fact, I work closely with many advisors that my current clients had before my tenure with them. Of course, if the time comes that a current advisor is either redundant or not performing to the expectation of the client, I can help manage that situation. But generally speaking, other advisors are glad to have a central contact person through whom all others and the client are operating.

What If my Situation Isn’t Complicated, Just Overwhelming?

We can help here, too. Recognizing that managing finances, even the most basic, isn’t everyone’s strong suit is an important part of why we do what we do. Again, all situations are unique and we’d love to discuss how we can help with yours.