Short answer. CornerStone’s annual financial accompaniment means regular meetings, portfolio order, investor protection, paperwork and contractor coordination — for families who need a system, not a single memo.
What the work covers
- Regular meetings through the year (annual and half-year formats)
- Portfolio construction aligned to family goals
- Due diligence and investor protection
- Documents and contractor coordination
- Links to passport, taxes, business and lifestyle
Details and format matching — via @deniscornerstone.