We built the firm to address three major areas of concern among sophisticated wealthy clients.
Lack of Senior Level Attention. The lack of promised hands-on involvement of the most senior- level people, coupled with the consistent delegation of responsibility to more junior individuals.
Conflicted Advice. The prevalence of firms offering non-objective advice, particularly when selling their own financial products over perhaps other more relevant choices in the marketplace and rigid firm policies that prevent clients from getting the advice they need.
How Do I Optimize My Time? The unhappiness of wealthy individuals or families of having to spend an inordinate amount of time having to manage their managers and referee among competing advisors.