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.
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.
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
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
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A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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