Step 3. CREATE – a solid family wealth foundation

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Your Family Wealth Foundation Blueprint™

Create

To create a solid family wealth foundation you need to establish a solid investment foundation.

We begin by creating a document called the Investment Policy Statement (IPS). This document captures what we learned about you in Your Future Vision Conversation™ and Your Current Reality Audit™.

The IPS summarizes your needs for:
  • Income
  • Time horizon
  • Risk tolerance
  • Liquidity requirements
  • Growth expectations
  • Income tax characteristics
  • Anticipated changes in lifestyle
  • Economic variables such as inflation and market volatility

The IPS outlines the strategies the investment management team will employ to build Your Optimal Portfolio Solution™. This provides a blueprint of how the team at Assante Private Client, a division of CI Private Counsel LP. will manage your investments.

Result: Personalized Investment Plan   |   Investment: $250,000 (combined business and family)

NEXTStep 4. COMMIT – to building your family’s wealth foundation

PREVIOUSStep 2. ANALYZE – your family’s current reality

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Adrian Spitters




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