To help ensure your family’s wealth remains sustainable over time, the trusted advisors charged with its stewardship need to work within well-defined roles.
In guiding you toward these goals, HighView can design and implement your Family Stewardship Council, a robust fiduciary-based governance structure to facilitate the stewardship of your wealth.
Most families we work with benefit from established relationships with a variety professional practitioners, such as lawyers, accountants, and consultants. They provide technical expertise in specific functional areas of wealth management, including legal, accounting, insurance, risk management, and tax.
In our experience, many affluent families also work with multiple investment advisors who may provide conflicting advice.
The family is often left to determine how best to coordinate all of this advice to meet their specific needs. This can be time-consuming and confusing as it may lie outside their realm of experience.
However, the expertise of these professionals must be integrated if they are to achieve your family’s overall purpose.
Our Family Stewardship Council addresses this problem by bringing together a designated group of your key professional advisors to make important financial decisions and work together to create integrated solutions.
We will act as an ongoing manager of, and advisor to, your Family Stewardship Council.
We organize and guide your Council in the fiduciary oversight of your family’s wealth, ensuring the responsible management of your assets in support of your goals – always within your risk parameters.
The HighView Stewardship Council gives you the certain confidence that proper governance structures and processes are in place to effectively manage your wealth – freeing you to enjoy other important areas of your life.