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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