Approach
Our approach to helping you manage your family's wealth is simple, but its value runs deep.
We emphasize the importance of simplifying your life and encourage you to allow the Famiglia Wealth team to work alongside you as you pursue your financial and personal goals.
We listen carefully and intently
We listen carefully and intently
We are with you every step of the way, listening carefully and intently. We learn about the personal values that inform and drive your decision‑making.
We identify your goals and values
We identify your goals and values
We help you identify the true purpose of your wealth by asking revealing questions about your objectives. We focus on the role of family dynamics – the interpersonal, the social, and the business‑related.
Because we have a genuine
interest in your family,
their background and experiences, their individual interests and beliefs, we are able to form a meaningful relationship. This allows us not only to provide effective, customized solutions, but to offer suggestions on how each family member can create good financial habits. This is something that benefits the person as well as the family for a long time.
Our focus is on the long term.
We know that the impact we can have on you today will be realized in the rewards that your family will reap for years, if not generations, to come.
