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Wealthy customers need unique solutions. Given their complex cash flows and tax structures, they seek to optimize their assets and liabilities position in order to draw a balance between Risk, Tax Adjusted Returns and Liquidity. Their cash flow needs tend to be large but not uniform.

They are smart, knowledgeable and articulate but are generally short on time, are impatient and need customized and Personalized solutions to address their needs. There is also an explicit need for recognition, respect and regard at every touch point and they are willing to pay a premium to advice based on superior knowledge of the market, demonstrated expertise in assimilating needs and developing custom fitting products, wide access and influence amongst financiers to deliver such structured solutions, and high quality communication and service skills amongst staff delivered with confidence and humility.

This, therefore, defines Moonbeam Advisory’s mission.

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