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Click here to learn about our six process steps.
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 If Financial Affairs Management is to be carried out effectively, it must have a clearly defined theme and process. At The Haviland Group, we advise clients that the theme should help them to Protect, to Grow, to Enjoy, and to Perpetuate their personal and business wealth.
PROTECT
Protection means that no client is ever exposed to unnecessary risk in their financial circumstances. For business owners, protection must also include the design and implementation of strategies to ensure the continuity of business ownership and the protection of the business value.
GROW
The Growth aspect of our theme addresses those activities which help a client, in a prudent way, to build financial wealth over time. Fundamental to the Growth theme is the defining of goals, the development of a written Investment Policy Statement, the development of effective tools for measuring results, and finally, the selection of appropriate asset managers.
ENJOY
Helping our clients to Enjoy wealth is a most interesting area of our work. True wealth enjoyment comes to individuals and families when they are able to combine their special personal talents with their financial resources to serve the interests and the needs of the Common Good. We have advised our clients on many occasions in the development of effective and rewarding charitable giving plans.
PERPETUATE
Finally, in the area of Perpetuating family wealth, we work with our clients in the overall design of estate plans, the measuring and reducing of Estate Taxes, the issues of fairness within the family and the avoidance of significant estate shrinkage as assets move to future generations.
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