Unprove the Assumptions^™

For the record, we know that Unprove isn’t a word, and while we heartily believe Websters should consider it, in the meantime, it speaks all too accurately to phase one of our model, Unprove the Assumptions.

Every industry evolves over multiple decades, and still, we believe there’s an uncommon trajectory in our industry specifically. The planning industry was born of individual silo’s of expertise and simple product offerings. Many of the planning processes available today are an extension of this decades-old model, lacking the firepower to serve the make-up of modern wealth. Even the savviest families, organizations and existing professional advisors can unknowingly become calloused to these incumbent approaches.

This status quo narrows your options prior to exploring the relevant breadth of opportunities and possibilities. It limits not just right-fit solutions – but the methodology used to uncover them.

In Unprove the Assumptions, we work at the intersection of uncharted perspectives and unexamined fact patterns, knowing that a blank sheet of paper invites the deepest relationship capital and intellectual capital into the room.