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CLIENT NEEDS FRAMEWORK

Project Hermes

Advisory

Client Needs

Expertise

Industry Segments

Our Clients have personal and business needs and we provide services

We need to identify those needs earlier and in great detail to effectively collaborate

Align our client needs not with our service lines but with our peoples expertise in Advisory, Wealth, Compliance and Risk

Personal Needs

Growth

Attraction

Compliance

Wealth

Our

Client

Business Needs

Industry Segments

Wealth Life Cycle

Align out client needs with our industry specialists in Health, Hospitality, Wine, Agribusiness and Family business. These segments have nuances that we are uniquely positioned to leverage

Our clients wealth life cycle is made up of many smaller life cycles. Depending on the circumstances they are either looking to initiate new wealth, protect existing wealth or grow existing wealth. In short, they are looking to Attract, Retain or Grow wealth and this is always in a state of flux

Retention

Risk

Project Hermes

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