In fulfilling this role, we assume responsibility for coordinating and managing our clients' evolving financial and personal needs, from insurance and retirement planning to tax and business matters. Assante advisors take the time to completely understand each client in terms of his or her objectives and circumstances, then draws upon the collective talents of our international team of professionals to deliver high quality advice and integrated life management solutions. This team includes chartered financial analysts, lawyers, accountants, insurance experts, financial planners and business managers. At Assante, we strive to build lasting relationships with our clients in terms of their total life management needs. For us, life management is about continually doing things to simplify and enhance their lives.
Clients are better able to balance their personal, career, retirement and lifestyle objectives.
Click here to learn more about our service offerings. We are living in the age of more and less. More information more options more needs more pressures. And so little time. It's no wonder that affluent individuals and families are looking to simplify their lives by entrusting one advisor to act as their Personal CFO and assume overall responsibility for coordinating and managing their evolving financial and personal needs.