Since the start, we have positioned ourselves as a committed and visionary partner that strives to offer institutional expertise to private clients, bringing depth, integrity and rigour to the wealth management industry. Wealth is the foundation of a legacy. It goes far beyond investments, and it is our mission to protect it.
Our approach focuses on the analysis, understanding, and coordination of the three dimensions of wealth: The Family dimension, the Investment dimension, and the Business dimension. This is how we define Wealth Architecture.
We believe that to properly manage wealth, you need to go beyond investments. Wealth is multidimensional, nuanced, and encompasses the following:
It is important to define the values, vision, governance, structure, characteristics, and preferences specific to each family in order to make objective decisions and determine the best path forward.
It is necessary to analyze the entirety of our clients' financial wealth, not limiting itself solely to their liquid investment portfolios. This approach, combined with our goals-based investment philosophy, allows us to properly position your financial estate, more effectively manage risk and clearly assess the achievement of objectives.
For families in business, we believe in the importance of taking the time to understand the corporation itself, its reality, and its activities. The lines between the Business dimension and the other dimensions often overlap for private entrepreneurs and families.
We work with different individuals and generations of the same family. Philosophies, needs, and objectives are carefully discussed and identified, as they are unique to each person within a family. As with life, your needs — and our craft — are ever-evolving.
A disciplined institutional investment process that focuses on managing risk and the attainment of your specific goals. Amongst others, we commonly encounter and address the following objectives:
We are what we repeatedly do.
Excellence, then, is not an act, but a habit.
Acting with transparency and objectivity every step of the way.