Level of Services

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Analysis:

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•Analyze the current investment portfolio
•Understand our client needs

••Cash flow planning

•Asset allocation

•Income and Retirement Planning

•Estate Planning Accompaniment

•Family Wealth Planning & Preservation

•Investment Advisory and Portfolio Management (see investment process)

•Coordination with your banks

•Accounting services

•Trust Accompaniment

•Charity Planning and execution

•Details Portfolio monitoring and reporting (see example)
•Monthly detailed consolidate report

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