Dedicated Capital Advisors

Our planning model, The Simple Truth, works at the intersection of the planning a family has already implemented, and the plan they aspire to achieve. Decades ago, we set out to solve a Conundrum. …Families often don’t understand the mechanics of what’s already in place. Also unusual success is a magnet for opportunity. They just want the freedom to pursue more wins. …Families have a host of separate entities, transactions and projects, but the pieces don’t feel integrated as a single, cohesive body of work. …The family’s trusted advisors are doing great work, yet collectively, they don’t have a common picture of the family’s vision. Lack of alignment reduces control over the outcomes. Over several decades of working with significant self-made families, we’ve codified our business model and coined it The Simple Truth. The Simple Truth is a collaborative planning and advisory model that meets you and your advisors where you are, celebrating all the great work you’ve done already. We use proven coaching methodologies, systems and processes to extract and document your goals. Together with your advisors – using your documented goals as our guide – we trouble shoot for simplicity and cohesion, and develop and test drive your clear master plan. For everything we clean-up, create and launch, we likewise manage it – with you or for you – over the long term life cycle of our relationship. We continue to build on everything we’ve learned about your history, your wealth and your goals, maintaining top of mind awareness for your stated priorities. Meanwhile, successful families are always creating new opportunities. As life, business and wealth evolve, we’re your ally at the intersection of thought and action. We’re here to catch your excitement and run with it, managing the technical aspects of post-decision execution. This continuity protects you from reverting to The Conundrum you may have been experiencing when we began the journey.