First of all, as a starting point for our services, we make a well-designed comprehensive discovery analysis to explore your family history, goals, dreams and values. At this stage, we work closely with all the members of your family to understand past, present and future expectations to determine the investment strategies correctly. We interview with all the family members and gather information, review financial, tax and legal situation of the family and determine the risks. We find out short and long term investment goals, and current asset allocation. We determine risk-return balance and detect whether the investment maturity is synchronized with the cash needs of the family.