CASE STUDIES
“I don’t have the time to manage my investments alone.”
Jeremy is a high-level executive with global responsibilities. He’s a competent investor, but he no longer has time to manage his portfolio himself.
Goals
Jeremy enjoyed the challenge of managing his investment portfolio himself, but as his career and family life became more demanding, he needed to delegate. He wanted to be as hands-off as possible, so he knew he’d need to find someone he could trust to be reliable, communicative and proactive.
Challenges
After his father passed away and his mother was diagnosed with dementia, Jeremy found himself responsible for managing not just his own financial affairs but also his parents’.
Their estate management, selling properties, and ensuring his mother’s care fell to him — all while maintaining his own career and financial growth.
Approach
Jeremy’s parents had already been working with a financial advisor, and he’d seen their responsive and proactive approach.
He recognized their effective management of his parents’ finances, and Jeremy decided to extend this professional relationship to his own financial planning.
He didn’t make this decision lightly. It was a gradual process of moving funds and building trust, ensuring that his and his family’s financial legacy was in capable hands.
Results
Having professionals handle his finances is a huge relief for Jeremy. It gives him the peace of mind to focus on his super demanding career, knowing his money is under the careful guidance of advisors who can back up their recommendations.
Jeremy particularly values their responsiveness and follow-through, and that they address his concerns even before he brings them up.
Their ability to ‘catch the ball and run with it,’ fulfilling their commitments without needing oversight, solidified Jeremy’s trust in their partnership.
