Our firm provides tailor made bespoke financial management & planning services to individuals and families who are need of a solution that is built specifically around their more complex needs.
This solution can include portfolio structuring, lifestyle financial planning, high level tax structuring/advice, fiduciary services, independent trustee services, retirement structuring and access to network of partnered professionals (Chartered Accountants, Attorneys, Consulting and Tax Specialists).
The fee for this service will be determined on a case by case basis depending upon the complexity of the situation and the specific needs of the client, and will be agreed upon before the start of any work. This service is implemented on a monthly subscription or retainer basis.
For more information on our process for bespoke consulting services, contact us here.