This document discusses integrated wealth planning services for families including customized investment allocation, multi-generational sustainability planning, philanthropy support, business succession planning, insurance advisory, tax efficiency strategies, family office services, portfolio performance reporting, and family wealth mentoring. It emphasizes earning client loyalty through impeccable personal service, professionalism, a sophisticated investment approach, responsiveness, building rapport, and adding value beyond investments.

1. Trusted Advice
Objective Innovative Aligned
Integrated Wealth Planning
Customized
Family Mission
Investment
Endowment True Open Statement
Policy Family Office
Style Asset Architecture
Services
Allocation
Innovative Corporate
Manager Access Trustee Services
Multi-
Generational
Sustainability
Family Philanthropy
Portfolio
Business
Performance
Succession
Aggregation
Insurance
Tax Efficiency
Advisory
Family Wealth
Mentoring

2. Optimal Client Experience
We earn client loyalty through impeccable personal service
 Professionalism
Having absolute integrity and exceptional competency
Providing great value
Being accessible when needed
 Sophisticated Investment Approach
Regularly discussing our approach and strategy
Regularly providing perspectives on the economy and markets
 Responsiveness
Keeping you well informed on changes that will impact your portfolio
 Rapport
Knowing what is really important to you and connecting on those issues
Explaining things in understandable ways
 Added Value
Introducing you to qualified experts in other fields
Providing non-financial services