Close contact and proactive communication with our clients is a central tenet of the relationships we manage.
We will report to you in weekly, monthly, quarterly or other periodic written statements, as stipulated by you. We will visit you in person, wherever you are located, and confer with you verbally, in conference or otherwise, on a regular basis.
We are also extremely mindful of the potential complexities within your own situation, and can assure you of our total discretion and sensitivity. Through astute and forward-looking planning, we will help to mitigate the risks of any generational sensitivities or the potential for intra-familial disputes.