At the Alchemia Group we are helping our clients think & act differently in regards to their wealth and its impact on thier family - because we know it is more than just numbers and plans, it's the Balance of Art & Science with Pragmatism and Vision.
The individuals and families we work with tend to have their priorities and values in play upfront.
They know the “Life they have imagined”, (to paraphrase Thoreau) and are looking for an advocate who knows it too and can embrace and enhance their ideas when it comes to thinking and acting in regards to wealth, family & legacy planning.
These families have :
Universally, our clients value innovative and creative thinking from their advisory teams. They’re most comfortable with someone sensitive to their values and desires, while also pragmatic and responsible so to create a sound and expansive plan around them. Our clients know we are ever mindful of their dreams and goals and never cease from exploring how to get them where they want and need to be.