The HIFM Approach
Our business is multigenerational and many of our clients have similar goals for their family wealth. This common ground helps us to establish the strong communication necessary to keep up with the changing needs of your life and personal wealth, and to transition wealth to the next generation.
STEP 1 On-Site Fact Finding
Our first meeting, if possible, takes place at your home or place of business. We sit down to discuss your objectives and past experiences, and to gather essential data.
STEP 2 Full Wealth Analysis
We examine your existing holdings, investments and strategies. We identify ways to restructure your wealth for greater tax-efficiency, growth and retirement preparation, depending on your current needs.
STEP 3 Implementation Meeting
We present our recommendations in three main categories: investing, tax and estate, and insurance. We discuss and clarify before beginning implementation, because we truly care. This is all about you.
STEP 4 Ongoing One-to-One Support
With a focus on client education, we monitor results and provide ongoing support to ensure our strategies adapt to your changing needs.