Decades ago, we set out to solve a conundrum facing the majority of high net worth families…
The families we met had sat in plenty of conference rooms and signed a multitude of documents over the years. Yet, if you woke them out of a cold sleep and asked them what they had and why they had it, there was no clear answer. It was nobody’s fault.
We knew if we could solve this conundrum, it would shed light on a business model to fix it.
During the course of our journey, we identified three common barriers: