The DreamCatcher Mission

Many of our clients have accumulated their wealth over time; in some cases, over multiple generations. Others have come into their wealth more recently through an inheritance or a liquidity event such as the sale of a business. When it comes to serving our clients, our mission is to help our clients enhance, protect and enhance their family's wealth for generations to come.
  • ENHANCING wealth is about capitalizing on opportunities. It means making smart decisions about where and how to deploy a family’s assets. Some of the best opportunities are not always visible to the untrained eye.
  • PROTECTING wealth is about minimizing threats that can adversely affect a family’s wealth. It is about managing risk in a prudent and cost effective way. Undue risk comes in many forms. It can easily be overlooked until it is too late to avoid.
  • SUSTAINING wealth is about stewardship. It is about managing one’s resources with an eye toward the future. When it comes to inter-generational wealth, sustainability depends on the extent to which an individual's or family’s values are passed on from one generation to another.

enhance

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sustain