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
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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