If direction is key, harmony is essential—so we start by getting shared meaning on your family mission statement
Connection + productive dialogue = efficiency—so we architect a decision making process and governance system to support your mission
Details bring the plan to life—so jointly we consider how to build stewardship with others, legacy planning, philanthropy, the role of insurance, and trust & wealth transfer solutions
Investment strategy aligned with your mission, direction and values
Holistic perspective coupled with a discrete assessment of the objectives of each investment entity to maintain clarity of mission
Open dialogue and full transparency in every step of the process in the spirit of no surprises
Defining your investment objectives and goals— risk assessment supports decision making and mission integration
Open dialogue on the wealth and legacy implications of proposed business and personal brand strategies and initiatives
Communication the way you want and on pace with the demands of your accelerated digital world
Guidelines reviewed annually to assess that investments and goals are aligned
Accountability you deserve and the way Nucleus’ passion for preeminence demands
Data-driven investment decisions
Benchmarking to assess progress
Cash flow, scenario and retirement planning analysis, to actuate financial decisions
Estate tax illustration
Steadfast focus on tax efficiency and investment expenses
Asset aggregation across investment entities and custodians
Robust, transparent and straightforward reporting
Tax packages for your accountant to make your life easier, including list of expected tax forms, gain/loss and income summaries