The Money Masters Private Accounts program is appropriate for high net worth families who want or need extensive assistance from our team of experienced advisors and client care associates
Examples include creating highly customized investment policy statements, developing separate financial and spending plans for each family member, or arranging extensive tax and legal assistance.
Stage Four clients work with a team of our experienced advisors and client care associates to create and implement a highly customized Family Master Plan.
Stage Four clients work closely with an assigned Relationship Manager to outline their most appropriate menu of services, schedule of fees and calendar of communication.
REQUEST MORE INFORMATION ABOUT SIGNING UP FOR STAGE 4 >
Please note: if you transition from Stage One or Stage Two into any of the other programs, a separate Investment Advisory Agreement will be required. The Investment Advisory Agreement will be provided to you in advance for your review and will outline the specific advisory services and fees associated with each program.