OUR FEES
We create relationships that are set up to endure. It is our belief that client relationships are successful when our service is viewed as a continuing process rather than an event. To ensure our commitment to our clients, we do not accept commissions, bonuses or incentives from any other firms or their representatives. Never. The fee is based on the management of our clients’ complexity. After a thorough due diligence process to understand needs and determine a mutual fit, we will provide a proposal based on our expertise.
We only work with families that value and appreciate a holistic, proactive and comprehensive management of their family wealth. When we engage, we are all-in. Our model is not designed for every family and not every family is designed for Streamline. We work in a principled manner and strongly believe it serves the family best.
We invest in our clients. Our clients invest in us.
