Lau & Lau Stewardship
Stewardship (def): responsible overseeing and protection of something considered worth caring for and preserved
It starts with comprehensive fact finding and a thorough understanding of each client:
- Your Past Experiences with Money
- What Keeps You Up at Night
- Your Current Situation
- Goals & Aspirations
- Constraints
We ensure all parts of your financial life are integrated (asset management, estate planning, risk management etc..) to help you see how one decision may impact other parts of your life. Family governance decisions should be made with the big (complete) picture in mind.