What are your life objectives by the time you retire? Is there a net worth value you want to achieve? Do you want to secure a specific yearly income? Are there specific assets you would like to own, like a second home or a boat? Do you want to retire in a different country?

We can help you think through possibilities and plan for your retirement.

You want to be prepared to support your children through college and maybe even post-graduate studies. This can be especially harrowing if your children’s education is different to your own background and experience: Should you setup a 529 (savings plan for education)? In which state? Should you plan for college admissions consulting costs? How should you think about potentially applying for financial aid? How much should you plan to have saved, for both tuition and cost of living?

Our experienced team has supported dozens of families through college financial planning.

There are a number of instances where managing family finances beyond your own assets, becomes a necessity: Parents aging, inheritance management, lack of financial know-how across the family.

We are here to help build your knowledge and confidence to manage your family finances in a productive, transparent and simple way.

While not strictly part of financial planning, it’s very important to legally setup your assets and your estate in a clear and efficient way. This will ensure that they can be transferred seamlessly, quickly and minimizing tax exposure. This can be particularly challenging with complex asset holdings that span multiple countries/jurisdictions.

We can provide you with an in-depth overview of the different artifacts required to set this up, and will recommend highly vetted legal and estate planning experts to help you setup and maintain your trust(s) and will(s).