Your financial well-being affects not only you, but your family. We emphasize the importance of this relationship with our family education program.

Working with our own and outside educators, we'll walk your family members through a curriculum customized to your situation. They'll emerge familiarized with the finer points of investing and comfortable with wealth management issues.

If you choose to integrate family members into planning, we'll develop, implement and monitor a wealth plan tailored to your family's unique objectives, sensitivities and motivations. This includes an Investment Policy Statement as well as a family governance structure so that roles and expectations are clear from the start.

Acting as your family's Chief Investment Officer, Convergent will work with your family members and trusted advisors to:

• Develop an asset allocation plan that reflects your agreed-upon goals, optimal tax efficiency and our objective approach
• Transition your wealth management activities seamlessly into this plan
• Help you select the appropriate custodians for your assets 
• Report progress through comprehensive performance reports and quarterly in-person meetings
• Continually seek the best investment strategies, vehicles and managers for your portfolio

At Convergent, we help you make sure your financial resources enhance the well-being of your family — the true wealth in your life.