The Family Office

Personal Wealth Assessment

Have you had a personal risk profile developed and has it been updated to reflect any changes in your circumstance? *

Have you received an analysis of your unique capital growth, capital preservation, income, liquidity and tax needs? *

Have you received a comprehensive written Investment Policy Statement that identifies probable returns and potential downside? *

Do you have a comprehensive written Investment Policy Statement that views all personal, corporate and trust accounts as one consolidated coordinated portfolio? *

Is your portfolio fully diversified to include up to twelve asset classes (investment types) and is it automatically rebalanced to maintain your own personal risk profile? *

Does your portfolio design use a downside risk model focused on limiting downside losses but not upside potential? *

Have you had a review of wills, powers of attorney, family trusts and spousal agreement supported by written planning recommendations? *

Is your corporate portfolio integrated with your personal portfolio for tax efficiency and planning purposes? *

Have you received cash flow projections, sensitivity and probability analysis and net-worth reporting? *

Do you have access to an in-house team of Wealth Planning Specialists made up of chartered accountants and lawyers who will create a customized wealth plans for you and your family? *

Do you have access to regular quarterly meetings with a dedicated Portfolio Manager and Wealth Planning Consultant? *

Do you benefit from specializing exclusively in the management and planning of private client accounts (as opposed to Institutional)? *

Do you receive one consolidated quarterly statement across all accounts? *

Have you received a clear indication of fees, capital invested, current market value, changes since last statement & rates of return? *

Do you receive Tax Packages including full capital gain/loss reporting for calendar and non-calendar year basis? *

Does your portfolio have manager diversification through a wide choice of third party managers? *

Does your portfolio include Value, Growth and Diversified equity management? *

Does your portfolio include Tax Advantages, such as tax optimization across multiple portfolio accounts? *

Does your portfolio include Tax Advantages, such as fee deductibility on non-registered accounts? *

Is your portfolio regularly rebalanced to maintain planned diversification? *

Do you have access to Corporate Class Investing to achieve preferred tax treatment of income and capital gains? *

Do you currently have dynamic currency hedging in place to manage currency risk? *

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Results

If you checked yes to under 10 of these questions, your Wealth Planning & Management can definitely benefit from some serious attention.
If you scored 10 to 17 on our Personal Wealth Assessment Tool, you still have some work to do.
If you checked yes to 17 to 22 of these questions, you are in great shape (Perhaps you are already one of our clients!).