When we first learned of this private banking strategy as industry professionals in 2008, we immediately saw the potential of NOT doing what banks say…but doing what they do!
Wanting to create our own private family banking policies, we sifted through all the content available on the subject, which we disappointingly found to be:
- Biased and unbalanced
- Incomplete and out of date
- Smoke & mirrors leading to a hyped-up pitch.
As independent financial professionals with our own money on the line, not only did we uncover the whole truth behind becoming your own banker, but we have substantially improved upon its application through continuous innovation.
Now, our own well-funded private family banks act as the hub of our finances, the way station, the launchpad towards:
- major family expenditures,
- outside investment opportunities,
- and our ongoing business ventures.
Bringing this big institutional thinking down to the household level has been both a challenge and a joy!
We pride ourselves on laying out information that’s factual, up to date, and easy to understand. That way you can quickly arrive at a place of certainty in your understanding of this banking concept while conserving your energy for the other more important things in life.
Click here to learn more about us.