What is Family Wealth Map?

Family Wealth Map is primarily a service provided to individuals who have a level of complexity in their estate that makes managing information difficult.  The proprietary software aggregates financial and non-financial information and delivers it in the form of a net worth statement that is referred to as a "Map".  The ability to handle estate structures involving multiple family members, legal entities (i.e. trusts, corporations and partnerships), and partially owned assets sets Family Wealth Map apart in the market place. Maps can be generated with near real-time balances of financial accounts and detailed securities portfolios. A Professional Platform is available for trusted advisors.