We don’t, at present, though we remain open to perhaps adding that capability in the future, as client needs dictate. We establish investment policy, assets and select appropriate investment managers, negotiate reduced fees and continuously monitor investment manager's performance and adherence to investment policy.

No, we direct your financial custodians, with your approval.

Yes, we would generally prefer that clients have at least a net worth of $25 million and at least $15 million of investable assets.

We are an exclusively fee-based practice, which properly aligns our interests with the interests of our clients. We operate as honest advisors, and make no commissions by steering clients to particular financial programs or products.

On the contrary, many of them find that to be a major plus. They tell us that having their financial back-office operations in a remote location affords them a far greater measure of privacy. And with the state of technology—and we use all the latest digital gadgets, including cutting-edge video-conferencing, where necessary—physical location is becoming a less important factor in choosing who people of substantial means choose to do business with. It’s all about personal relationships, track record, integrity and trust. And we travel extensively to see our clients and to keep that relationship solid and the trust factor high.

Our clients dictate the number of financial review meetings during a given year and we comply with their requests. Internally we review each client's financial status monthly and issue specific reports and analysis as needed.