If you are like most affluent families, your existing advisors provide you with services that showcase their individual skill set. The investment advisor hopes to maximize returns in relation to risk, the estate planner hopes to transfer wealth tax efficiently to your heirs, and the income tax advisor hopes to minimize annual taxes. Each of your individual advisors may give you sound advice, but absent the reconciliation and integration of these disciplines, conflicts arise and your strategy is disconnected, creating confusion and inertia. As a result, opportunities are missed and wealth may not be optimized.
Quintile was founded by individuals who believed there was a better way to help affluent families manage their financial affairs. Our Philosophy and Service Approach are direct products of our experience in applying best-in-class solutions to the unique needs of our clients. Quintile's philosophy is to focus families on being intentional about the risk that they take in their financial lives. Quintile's service approach applies that philosophy through a process that measures success in terms of the client's ability to meet their objectives. This service model has evolved over several years as we continue to enhance our ability to meet the ever-changing needs of our clients.
Today we serve over fifty affluent families with combined wealth in excess of four billion and individual net worth ranging from ten million to one billion.
