Our Services
Estate Planning
Estate planning is something many people feel uncomfortable discussing. After all, you’re focused on enjoying life and building your future. It’s not very pleasant to think about what happens to you, your assets, and your family after you’ve passed.
Access simplifies the estate planning process by getting to know what’s most important to you and your family through frank, open discussions. Working closely with your existing practitioners, or with ours, if required, we develop a strategy to minimize taxes and probate fees, protecting as much of your estate as possible from the government, so you can pass on more to the people and causes that matter to you.
Discretionary Investment Management
Discover the difference working with a portfolio manager can make to your investing experience. We are 100% discretionary and fee-based.
Access offers highly customized investment pools, designed exclusively for our clients. The Access Funds were created to democratize access to our highest quality investment ideas at the lowest possible cost. This unique asset management tool provides our investors with the ability to allocate capital across equity and fixed income options in both public and private markets. It allows us to build fully customized portfolios for every client with exposure to a diversified mix of sectors and risk levels – much like Pension Funds do.
Learn more about the Access Funds HERE.
Tax & Financial Planning
Managing your wealth involves far more than simply holding your investments. Access has developed and refined a process we call the Access Formula that puts every piece of the financial puzzle together for our clients as their lives unfold and needs evolve.
This process is supported by seven financial pillars and ensures that our team is there to guide you through all of life’s critical events so you can look forward with confidence. It’s fluid and dynamic, not static or transactional. We understand that you can’t complete a puzzle without first having the whole picture and our process allows clients to focus on the picture, while we take care of all the pieces. Discover the difference the Access Formula can make in your life.
Learn more about the Access Formula HERE
Corporate Planning
Access specializes in working with families who own and operate their own business. Integrating all elements of your corporate and personal finances can be a complex and time-consuming process. We act as a trusted partner to understand your business, how it’s structured, and what your short- and long-term goals are so you can spend your time building, while we take care of the rest.
Access works alongside your tax and legal professionals to ensure everyone is on the same page with any strategies. Some of the things we deal with are tax planning, holding companies, shareholder agreements, selling your business, acquiring a business, family governance, philanthropy, succession and estate planning. Discover why making Access your partner is one of the best investments your family can make.
Concierge Services
Wake up each day knowing that your concierge is already on the job. A smart assistant who listens carefully, anticipates your needs, and executes with attention to detail. Our partner concierge solution provides you with your own dedicated concierge while services are aligned perfectly with your preferences. Partnering with experts in every field allows us to deliver a truly personalized experience. With us as your proactive sidekick, you’ll never miss birthdays or exciting events again. Rest easy, we’re here to make the magic happen while you enjoy life to the fullest
