We Bring
Our Clients
To The Front
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We believe that wealth management has three significant components:
- the crafting of a sophisticated and robust financial strategy;
- the effective execution and monitoring of that strategy;
- an understanding of the evolving needs and objectives of our clients.
Our CFO services are designed to provide the means to effective stewardship of both corporate and personal assets. We apply our expertise to design a cohesive decision-making philosophy, including the implementation of tax-sensitive asset management strategies.
Our CFO services for corporations and small businesses, strategically tailored to meet the goals and objectives of shareholders, directors and officers and senior executives, include guidance and assistance in the following areas:
- business, financial, tax & compensation advisory;
- design and implementation of the accounting systems;
- financial management and reporting;
- assistance in corporate governance and review of management control systems;
- budgeting and cash flow management;
- corporate finance advisory, including negotiations, financings,
buy-sell due diligence, and administration for the acquisition or divestiture of corporate assets or shares.
We understand that it may not be cost effective for private corporations or early stage corporations to employ a full-time CFO, yet experienced senior-level financial services are necessary to move a corporation forward. The corporate finance function is necessary for the corporation to optimize its capital structure to meet the goals and objectives of the corporation and its directors and officers.
Our CFO services for executives and individuals, tailored to their family's investment and estate planning objectives, include:
- tax, estate and personal financial planning;
- independant evaluation and selection of investment and portfolio managers;
- portfolio performance monitoring and after-tax asset allocation analysis;
- selection of the appropriate investment vehicle (holding corporation, trust or personally)
- establishment of accountability and reporting criteria;
- assessment of risk management strategies, such as insurance, options and hedging; and,
- independent evaluation and implementation of private equity investments.
We believe in the importance of our personal relationship with each client. We use our experience and expertise to ensure that we understand individual needs and are able to maximize the effectiveness of the advisory process to meet the goals of our clients. We value our ability to provide independent advice and, as a result, our fees are not tied to the sale of proprietary products, nor do we accept fees from money managers. We are a professional group focused solely on preserving and growing corporate and family wealth net of taxes.
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