In my early consulting career I learned the value of delivering “pure” advice – disconnected from any other agenda than the client’s need. I developed a deep competency in the art of listening and helping my clients manage their wealth by bringing data analytics and best practices to frame the choices available, and then working with them to decide the right path forward. In the past 12 years, I’ve built a career as a leader in the wealth management industry. My experiences however, led me to conclude that in order to deliver a truly independent, unconflicted advisory experience to wealthy families, a wealth advisory firm must be completely disconnected and independent from financial