Our Mission
As a personal CFO, we help our clients orginize and focus their financial life. Reducing administrative burden, increasing efficiency, and utlimately achieving more peace of mind.
Guided by the principles of long-term, buy-and-hold investing and passive investment strategies, we champion simplicity and transparency in wealth management. Our philosophy, inspired by investors like Warren Buffett and Stephen Jarislowsky, is rooted in the conviction that enduring wealth is built through focused, cost-effective, and easy-to-understand financial strategies.
We dedicate ourselves to delivering comprehensive family office services, encompassing accounting, investing, and estate planning. Our approach is tailored to align with the values and long-term goals of each family we serve, ensuring that their legacy thrives through generations. By demystifying the complexities of financial strategies, we offer clarity and confidence to our clients, enabling them to focus on what matters most to them.
Our Investment Philosophy
At the core of our investment strategy is the belief in the power of long-term, buy-and-hold investing. This approach is rooted in the conviction that patience and a long-term perspective are key to realizing substantial returns. We focus our investment advice on acquiring high-quality, income-producing assets such as blue-chip stocks and real estate, and holding them over the course of an investor’s life. The income a portfolio produces will allow investors to continuously acquire additional investments that will compound returns. This strategy not only fosters increased of earnings over time, but also minimizes transaction costs and capital gains taxes, which are typically a drag on returns.
Aligned with our long-term outlook, we advocate for buy-and-hold investment strategies. Our methods contrast with active management, which often incurs higher costs and does not consistently outperform the market over the long term. Our approach is designed to provide stability, predictability, and lower fees, ultimately benefiting returns and providing greater financial peace of mind.
Our Process
We firmly believe in the value of simplicity and transparency. Complex financial schemes often obscure underlying risks and costs, to the detriment of investors. Our process demystifies the investment process, presenting clear, straightforward strategies that our clients can easily understand and embrace. This transparency builds trust and ensures our clients are fully informed and comfortable with their investment choices.
Our approach to wealth management fosters predictability and consistency. This means we provide services according to plans and schedules, so they can be easily evaluated and understood by all stakeholders. Our philanthropic services stress impact measurement. And, we pride ourselves by upholding the highest standards for reporting and transparency.