Established Family or Individual
We serve as advisors to many established families and individuals. We are well-versed in the financial issues you confront.
Been there, seen that
You’ve worked hard and saved (when you could have spent). You want to know you’re making the right decisions and avoiding mistakes – from wealth accumulation to retirement, estate, and tax planning.
Your focus may be the peace of mind you would derive from knowing you and your loved ones can maintain your quality of life while you’re here and well after you’re gone. You may need to revisit (or create) your estate and legacy plan, including a will, power of attorney, medical and end-of life-directives.
You might struggle to find the time to consider tax and estate implications, to monitor your investments, to understand the costs you pay and the returns you earn, and to engage in comprehensive financial planning.
You may be concerned about issues of family continuity or teaching your family how money can enable their potential or weigh them down. Your needs may extend even further - to supporting your parents, creating a trust to provide for a disabled child or grandchild, or setting up and administering a company retirement plan.
Consider Open Window if you are looking for a trusted financial partner with the qualifications and experience to deal with your issues.
We walk the walk
We eat our own cooking. We plan and invest for ourselves, our family and our loved ones the same way we advise you.
Our financial planning and investment guidance are comprehensive and thoughtful. Our recommendations are personalized and based on prudent, time-tested, and peer-reviewed evidence. We are dedicated to your unique solution. We balance risk and return, cost and benefit in all we do.
Your side is our side
Our advice is objective. We are only compensated by you. We avoid conflicts of interest, disclose any we may have and resolve them in your favor. We are totally committed to your best interest.
Taxes are a critical part of your finances. We work to defer or minimize your lifetime tax burden whenever possible. We structure your investments and withdrawals in a tax-efficient manner. Our recommendations always consider tax implications.
Life is busy. We understand. We do everything we can to make working with us as easy as possible. We suggest that you delegate to us the heavy lifting, the problem solving, the stress – all of the items you don’t want to do or shouldn't do on your own.
Our window is open
We named our firm “Open Window” to convey making the most of the “windows of opportunity” in your life. It also stands for transparency, honesty and the disinfecting component of sunlight in everything we do, including our advisory cost.