You have been successful at building wealth, but preserving and growing it requires a multi-disciplined team approach.

Ever-changing tax laws, marital discord, business issues, family disputes and more can quickly devastate family wealth. Careful planning with proper contingencies take you from chaos to confidence, preserving wealth in perpetuity.

Joanne Dereta and Koel Loyer bring together a team of experienced Professionals to ensure your wealth provides the lifestyle you desire today with a view to creating a lasting legacy through long-term planning to meet your goals.

Our Family Office approach (watch the video above) takes you to the highest level of care with a Principal Advisor and a team of Professionals who deliver a co-ordinated approach to oversee all aspects of your wealth. This approach is sophisticated, personal and the most comprehensive in the wealth management field.

We work collaboratively with your own team of Accountants, Lawyers and other Professional Advisors to ensure seamless integration of strategies.

Call today for a complimentary consultation, or complete our online Preserve Your Wealth Assessment.