Distinctives

Multi-generational firm assisting multi-generational families to insure smooth transitions
Planning for next generation, not next quarter
Risk management orientation
Client led rather than asset led approach
Global investment planning that respects existing manager relationships
Annual fees based on complexity and asset values
Not conflicted, open architecture investment management selection
Highly personal, not institutional relationship
‘Best of Breed’ collaborations
Orientation toward socially responsible, environmentally sensitive & economically sound investing
Unique relationship with Fortigent provides an 'extra layer' in the selection and due diligence of investment managers and products for LTS clients