Fiscal Education

Knowledge is an asset

The best client is an educated client. The more you know about finance, trusts, family office administration, and wealth management, the better equipped you will be to evaluate your options and make decisions. We work with you to determine a curriculum that will be the most advantageous to you, and offer personal coaching in those areas.

Subjects include, but are not limited to:

  • Basics of estate planning
  • Fundamentals of a trust and trusteeship
  • Introduction to investments (stocks and bonds, hedge funds, private equity, venture capital)
  • Money and family (single, married, children and other dependents)
  • Safeguarding your personal identity
  • Insurance
  • Retirement planning
  • Taxation