Services

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Watching Over Your Wealth

For many, managing their financial affairs can be challenging for a variety of reasons. Vilicus works to alleviate this burden for our clients by providing a structured framework to determine what needs to be accomplished, how often, and by whom. Using a framework provided by Welement Inc., we create a customized system to provide ongoing coordination, oversight and reporting to keep our clients and their professionals engaged, accountable, and on track.

You may or may not already have some great professionals in place who do a fine job of looking after their own silos, with some even providing some coordination between themselves and the others you look after. But in our experience, too often you end up being the one who communicates with each of them separately, leaving you unsure if the right hand knows what the left hand is doing. We sit where you sit, with our only vested interest being to ensure all that can and should be done for you is happening at the right time, with everyone's efforts being properly coordinated, with you receiving comprehensive but digestible communication throughout the process.  

Who uses our services?

• I am a busy business owner/professional/executive. Much of my time and brain power is spent at work. I value having someone watch over myself, my family and my business to ensure nothing falls through the cracks in my own wealth management and tax filings, and things unfold as effortlessly and efficiently as possible. I am surrounded by a number of other professionals, but each tend to look after their own silos. I value someone who can coordinate their efforts and keep me informed when I should take action.
• I am a senior who has spent many years looking after things, but now have reached a point in my life where I value having a second set of eyes look over my situation to make sure my financial affairs don't suffer as I age, and that I am well looked after by someone who cares about all areas of my financial life equally. 
• I am a novice when it comes to wealth management. I have been successful in my life, but don't claim to know everything that I need to in order to stay on top of my financial situation. I value someone else's educated oversight to make sure I don't miss anything. 
• I am a do-it-yourself investor/tax preparer, perhaps investing in real estate and/or private equity, or have marketable securities in a number of different institutions. As a result, I don't have other professionals doing very much for me but I still would like to offload the burden of managing the rest of my wealth management needs, and value consolidated reporting, given the complex nature of my affairs. 
• I am guilty of ignoring much that I should have paid attention to over the years. I need someone who can put together a shortlist of the key items that require the most immediate attention, prioritize things for me, and work with me to ensure they get checked off the list using the assistance of outside professionals where required.