Through this process, advisors use a total client model to deeply understand each client’s values, goals, key relationships, interests and more. This enables advisors to build trusted, long-term relationships with each client as they address the range of their wealth management concerns. This high level of client service ensures client satisfaction, and even more important, gives clients peace of mind from knowing they are making informed decisions about their money.
In addition, every advisor we work with must be a member of Roundtable, the mastermind group of elite financial advisors. Through Roundtable, they continue to gain specialized knowledge on the advanced solutions that will address their affluent clients’ key challenges. Combined with their access to the specialists of the Roundtable Family Office Network, our advisors are exceptionally well-positioned to serve their clients extremely well.