I charge $250 per hour for all work I perform on your behalf.
Our initial agreement will include the scope of the engagement and an estimated number of hours it will take to complete this work.
A simple portfolio review with recommendations should take 4-6 hours.
You should expect a comprehensive financial plan to take 20 hours, but this can vary with complexity.
Family Office Services vary for each client, but all of my time will be billed at $250 per hour with the charges from other providers being passed through.