We apply our Quadrant Planning ™ method to all of the services we provide. Quadrant Planning ™ is a four part process we have developed over the years to clearly define your goals, or mission and the obstacles or speedbumps along the way. We begin each project with you in Quadrant 1: Clarity and work through the subsequent Quadrants: Solution (2), Implementation (3) and Sustainability (4) to complete a full circle of thorough problem solving. This practice, also known as Quadrant Thinking ™ allows us to look at your project or problem at a high level and make decisions or set goals with your big picture in mind.
RSJ’S FAMILY WEALTH SERVICES OFFERED
Our professionals combine extensive expertise and the advantages of our specialized approach to accounting, business and experience, in order to handle the complex requirements of our high net-worth family clients. Our experts help you to develop clarity in regard to long-term goals and structure strategies in alignment with those goals. We work closely with you, your family office staff and business advisors to customize services that meet your diverse personal, business and family goals, while always maintaining the highest degree of sensitivity and confidentiality.