The Total Net Worth Approach for Families

An investment portfolio is most effective when it’s built on an understanding of your entire financial picture. That’s why we take a total net worth approach that considers not just the portion of your wealth that you’re investing in conventional markets. Rather, we evaluate all assets and investments that make up your family’s net worth, from real estate to insurance policies.

For multigenerational families with complex financial and estate considerations, the Total Net Worth Approach helps maintain clarity while you work toward your goals.