Integrated Planning

We help successful families to achieve long-term goals by incorporating all family, financial and fiduciary priorities in their decision-making process. As your family’s CFO, we coordinate investments, philanthropic strategies, tax and estate planning to optimize after-tax returns.

Scroll down

Creating your comprehensive wealth plan

Our journey starts by developing a deep understanding of your current situation and future priorities so we can build a comprehensive wealth plan for you and your family. This will incorporate your financial and estate goals, and reflect your family dynamics and long-term objectives.

Providing advice and taking action

Each wealth plan results in a set of actionable priorities and recommendations to minimize hurdles to wealth transfer by incorporating risk management and tax-efficient strategies. We make sure your plan is always up to date, is aligned with your long-term goals and reflects industry best practices.

Always aligned and accountable

We understand that you may have established relationships with a team of professionals. As your family’s CFO, we will work closely and in collaboration with any existing financial institutions and advisers, ensuring that your strategies are implemented in a coordinated and timely manner. As a client of Samara, you also have access to our network of trusted partners, including accountants, lawyers, notaries and tax specialists.