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85 - 95% |
Step 4: Probability Analysis. We use a unique approach to stress test your goals and needs. We deliver analysis as to your probability of success (as defined by you) given a variety of asset and portfolio structures. |
70 - 80% |
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45 - 55% |
You will find our deliverable unique. This meeting can also lead to a revisiting of steps 1,2 & 3. We recommend not moving beyond this step until all thoughts, questions, comments and concerns regarding your family office needs, goals and priorities are clear and mutually agreed upon by all decision makers. |
15 - 25% |
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