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Our 8-Step Process

Our 8-Step Process

With the goal of creating and sustaining family well-being, the Renaissance 8-step process considers Strategic Planning, Investment Management, Risk Management, Tax Management, Family & Estate, Human Development, Social Agenda & Otium.

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Our Expertise

Our Expertise

While well-armed to deal with the wide variety of needs of affluent families and business executives, we have unique expertise supporting cross-border families and in maximizing the benefits of Health Savings Accounts.

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Our Mission is to Create and Sustain your long-term Financial Well-being

We recognize that each client has a unique family logic in considering and making complex financial decisions.

Our Renaissance 8-step process gives our clients the ability to enjoy today, a retirement without financial worry and a legacy of shared values.

Welcome from our Founders

Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>The Financial Literacy Crisis</p>

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
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<p>Understanding the Alternate Valuation Date</p>

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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<p>Buying vs. Leasing a Car</p>

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question or thought?  We're here for you. 

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