Our Approach
Breaking Free from Traditional Boundaries
Most wealth management firms operate within conventional boundaries that limit their ability to serve ultra-affluent families effectively. At The Affluence Group, we recognize that your complex needs demand more than standard solutions. Our approach breaks free from traditional constraints by first developing a complete understanding of your current situation – from existing structures and documentation to underlying goals – before considering any recommendations.
What truly sets us apart is our commitment to thorough discovery and integration. Through our relationships with many of the nation’s top law firms, we gain insight into the most sophisticated planning approaches available today. Rather than being stuck with just one team’s playbook, we can evaluate and adapt strategies from multiple expert sources.
This broad perspective, combined with our extensive experience, has revealed a sobering reality: the disconnect between what clients believe they have in place and what their documents actually specify is far more common than most realize – often undermining carefully crafted wealth strategies and producing unintended consequences that can reverberate across generations.
