Affluent clients often belong to families comprised of several generations: individuals with differing values, preferences, objectives, and geographic locations. They may have a number of tax entities, investment accounts, service institutions, and professional advisory relationships. When these variables act independently of one another and pursue separate objectives, it can result in a fragmented, and unnecessarily risky, financial picture.

These complex relationships require effective management and a well-organized process: wealth management that seeks well-defined, strategic objectives, and tracks success with quality and performance measures. REMii Group and their “Trusted Advisors” optimize performance by coordinating the efforts of the utmost experts in their field. The results are risk-reduction through diversification, and tax-reduction during growth, distribution and legacy planning.