A Legacy of Trust: Investing in Your Family’s Future

Partnering with an independent wealth expert who understands and champions the unique needs and goals of your family across generations offers many critical advantages:

• Personalized, comprehensive approach to service and support
• Legacy view – long term approach supporting responsibility across generations
• Fee-based advice from an independent expert with fiduciary responsibility
• Open architecture and total transparency in investment selection
• Privacy

Why RJ Patterson?
So why us? We offer wealthy families a unique value proposition and founded on two core philosophies that form the foundation of our family wealth service:

• Financial and lifestyle support driven by Individual family philosophies and objectives
• Responsible education and stewardship of family wealth by younger generations

The qualities that define our Family Wealth services also set us apart from the traditional banks, investment firms and brokerages offering generic solutions to the unique challenges of wealthy families:

Expertise
An experienced, highly dedicated multidisciplinary staff of wealth experts

Service
Customized relationships to suit the specific needs and expectations of individual families

Scope
Open architecture offering non-proprietary products and a well-balanced mix of in-house and outsourced services

Transparency
Transparent pricing and fully disclosed fees across all aspects of the relationship

Quality
A proven investment, service selection and management process driving long-term success