Our Approach
Our team of experienced professionals will work closely with you to understand your unique values, goals, and vision for the future. Here is what you can expect from our process.
Share Our Experience: We will meet with you and tell you about who we are and what we do at Lorien, at no charge to you.
Listen and Analyze: If you like what you’ve heard about us, we want to hear about you and your unique situation. How can we help you? Our team of experts are trained to listen to your specific needs and then analyze the current state of your accounts, estate, home situation, or funeral arrangements. A fee will be charged from here for the Lorien Family Office Solutions representative’s time.
Recommend a Solution: After our discussions to gain a full understanding of your goals, our team works together to outline a plan to present to you and your designated family members or executor with a summary of findings report detailing the next steps. This information is reviewed with you. At this time, we will draft an Engagement Letter detailing our services and responsibilities for both parties to sign before presenting the recommended solution.
Take Action: After both parties have agreed on the outlined solution, the Lorien Family Office Solutions team will implement the agreed upon plan.