Your Composition
Wellbeing
Your needs, values and priorities
We hear each person who chooses to join: what the family needs, values and hopes the wealth makes possible.
Phase 1 of 4
For families
The wealth was built for the people around this table. The plan should be written so they can carry it, together.
One office for the household: the parents, the children as they grow, and the trustees and counsel who serve the family, all working from one plan.
What you bring us
Families tend to arrive with one of these, and soon find the other two.
Who knows what
The trusts, the accounts and the wishes live in one parent's head. The rest of the family would start from nothing.
Preparing the next generation
Children who will one day inherit or serve as trustees, and have not yet had a way to learn what that means.
Fair, or equal
A house for one child, a business only another wants to run. The family can decide which it means.
What working together looks like
The same four phases, with more people at the table. Each of them is invited, never required.
How the method worksPhase 1 of 4: Wellbeing
Who works on it
Family plans draw on these four, held together by one office.
Legacy Planning
Trusts and titling kept in step, so the children know what was intended.
Read moreFamily Governance
A family council, so decisions are made together and written down.
Read moreTax Planning
Gifts and trusts planned for the tax across generations.
Read moreInvestment Management
One policy across the accounts and trusts, each set to its purpose.
Read more
Common questions
No. Each person chooses whether to take part, and what they share with the others. Many families start with the parents and bring in adult children over time.
Start with a conversation.
Nothing needs to be in order first. Tell us where things stand, and we will tell you plainly whether we are the right office for it.