Quick Start

With our 30+ years of experience in the industry, we have learned that if conducted and executed by the right people, financial advisory is proven to preserve and increase wealth across generations.

Please complete the form below or fill and send this Quickstart PDF

To establish a solid foundation for the advisory process, we would like you to:

    1.- Describe yourself and your family members.

  • 2.- List assets owned.

  • 3.- Describe how they are owned

  • 4.- List and describe all external providers

  • 5.- Determine activities currently performed

  • 6.- Define short term and long term financial goals.

  • 7.- List the decision-makers, their authority and their roles.

  • 8.- List Hobbies and other interests.

  • 9.- Do you or other family members have experience investing? How was it?

  • 10.- Anything else we need to know?

 

Verification

 

Cont√°ctenos

Por favor llene el formulario y lo contactaremos a la brevedad.