Vernal Point provides a comprehensive single point of accountability to ensure that the client – and his or her entire team of advisors – are coordinated and integrated in meeting the client’s objectives.
We “unbundle” the value chain of legal, tax, insurance, philanthropic and other specialized advisors to understand the current solution set and identify any gaps in the professional team, upgrading professionals if necessary. We create alignment, reduce conflicts, and minimize fees by seamlessly coordinating across all aspects of the client’s team of advisors.
Our relentless approach to integrating the most sophisticated financial planning, investment management, entity structuring, and philanthropic planning creates meaningful – and measurable value – for our clients.
We design an optimal wealth strategy, appropriate entity structuring and customized decision-making tools entirely around the defined goals and needs of the family.
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