Regardless of the source of your wealth, it is important to have a plan to manage, grow, preserve and ultimately distribute that wealth in a prudent fashion. Our process helps you to consider your goals and values, and to understand the tradeoffs in the decisions you make. We help you focus on near- and long-term objectives, so that your wealth is a tool for making an impact and not a cause for worry. Our process is logical, analytical, collaborative, and iterative, so that you feel comfortable and informed each step of the way.