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Your Values. Your Vision. Your Goals.®

Five Levels of Financial Advice

In today’s fast moving, complex economy, you need good advice to make important financial decisions. But what constitutes good advice? As you watch today’s 55 seconds about money, you may want to ask yourself:

  • How comfortable am I with the level and quality of assistance I’m getting?
  • What level of advice is right for me and my family?
  • Who will be there to help my successor make decisions if I can’t?

Beyond what you know, your decisions are a function of the education and experience of those you turn to for guidance. Are you getting the best counsel available?


Family fiduciaries are responsible for what happens to the other family members.

When it comes to financial matters, you usually begin in an unstructured, reactive way as a Do-it-Yourselfer, investing tactically, and trying to limit commissions and expenses.

As your life becomes more complex you turn to Financial Planners, Wealth Managers, and Private Bankers for more intricate tactics and ongoing strategies, paying fees as you go in turn for support.

When your situation evolves, wealth grows, and complexity increases… a family office on retainer makes more sense.

There’s an old saying: the situation dictates the solution.

Knowing where you are and what’s available, brings you the context and clarity to lead your family to the next level with confidence.

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