TakeCARE is a family office service promoted by experienced financial professionals. It provides comprehensive financial services like investment planning, asset allocation, succession planning, and business advisory to individuals, families, and family businesses. TakeCARE's core service is InvestCARE which involves creating a customized investment plan based on the client's goals, risk profile and market conditions, and periodically reviewing the portfolio to ensure it remains aligned. The management team has extensive experience in financial services, business advisory, and technology.