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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.

Disability Income

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Understanding the Alternate Valuation Date

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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Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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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."

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