Frequently Asked Questions (FAQs)
Unlike conventional firms, we want to ensure you live a long healthy life to experience the assets we help grow and protect. This is why we focus on your financial prosperity and physical well-being, believing that true wealth includes health and piece of mind.
No. Our transparent fee structure means our revenue comes directly from our clients so our only interest is to serve them. We do not accept any type of fee sharing arrangements and pride ourselves in always eliminating conflicts of interest, so that the services and products we provide are always in your best interest.
Yes. To provide the level of personalized health and wealth service at no extra fee, we require a minimum asset under management of $5 Million.
We do not hold our clients' funds. We operate on their behalf using their private bank accounts. Leveraging our relationships in the private banking sector we facilitate and coordinate our clients private banking needs.
We employ stringent security measures and adhere to strict confidentiality policies (GDPR, HIPPA), to protect your personal and financial information.
Clients have access to a secure online portal where they can monitor the progress of both their financial and health-related goals. In addition, regular periodic meetings are conducted to go over, monitor, update and adjust plans as needed.
Our team & partners consists of certified financial planners, attorneys, tax experts, bankers, investment strategists, and medical professionals who specialize in healthcare management for affluent families, ensuring a well-rounded approach to both financial and health advising.
