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Our Approach
THE FAMILY OFFICE APPROACH If you have difficulty motivating yourself to properly look after your family's financial affairs we can help. We are independent personal financial advisors with many years of experience. We sell no products - except our personal financial advice. We are proactive and keep our clients up to date on important issues before they become history. We bring coordination to family wealth planning. A FAMILY OFFICE PRACTICE Personal Wealth Strategies provides independent personal financial advice on a fee for service basis only. We welcome clients who want to improve their personal financial situation and are willing to work with us to accomplish that objective. Our planning advice will compliment the services of your other professional advisors to find the best financial solutions for you. Our teamwork approach with your accountant, lawyer, and investment advisor and other professionals is a cost effective way to help you meet your personal financial objectives. Ours is a Family Office Practice – a broad based professional practice dealing with all elements of family wealth management and related personal implications. Managing family wealth is central but helping families deal with the broader implications of family responsibilities such as passing wealth to the next generation or educating children to be good financial managers is equally important. Personal Wealth Strategies offers high quality professional advice in many areas. To provide this broad range of professional services, we reach out to other dedicated professionals for their special expertise. We know these people well and can attest to their competence. And we have no hesitation in working with them to help our clients meet their financial planning objectives. The unique benefits that we bring to the table are many:
OUR SERVICES When you become our client we will meet with you and obtain a detailed picture of your personal financial situation. We will then develop a financial plan. We will be in touch with you frequently and be working behind the scenes without you ever knowing. Because you are a Family Office client, you will get priority. We want to protect and enhance your family finances to the fullest extent possible. We can do it. We sit on your side of the table. OUR CLIENTS Families seeking our assistance have more complex financial and tax affairs than most. Often they have established family trusts, may own other investments beyond their stocks, bonds and mutual funds. Our mission is to take care of their problems and put them at ease before they become a threat. Most importantly, our clients always know they have someone looking out for them in every aspect of their family wealth planning. Other clients have less complicated situations and may only require our services a few times a year. This may include a will review, discussions about investments or filing personal tax returns.
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