With a complicated investment picture including complex private real estate investments, our client came to True North wanting to better understand his entire portfolio and needing to put his investment house in order.
Taking a “family office” approach to his portfolio, True North simplified and consolidated his investments, integrating his CPA, tax attorneys and others into the overall plan.
- True North oversees all investment, financial and trust-related relationships providing an integrated plan for the future
- Investments have been optimized over a five-year period and ongoing reporting now includes cash flow tracking and activity on his private real estate investments
- His family is fully engaged in the overall plan and the generational transition is taking place
Our client passed away, and the transition plan True North created was implemented.