Our fees are structured using a very simple time-based formula.
The formula factors three variables:
1) The size of the family
2) Where the family members live
3) The complexity of their situation
As an example, a large enterprise family with 4 siblings at Generation Two and 10 adult grandchildren at Generation Three, all of whom live in different cities, would be an engagement that requires more interviews, family meetings, advisor meetings, and travel time than an engagement with one affluent couple with no descendants who live locally.
Before any work begins, a proposal will be prepared for you, which specifies the scope of work, the timeline, and the price. Our proposal indicates, with precision, the investment in both time and funds that you will be making.