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
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Learn More
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Learn More
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Learn More