Regarding my existing relationships, e.g. attorney, CPA, brokers, agents, etc?
As a Family Office company, Satias Capital Partners, LLC, works diligently and takes pride in our ability to work cooperatively and become an integral component along with your existing external advisors. Upon your request, we personally meet with your other advisors and assist you in evaluating and monitoring your relationship with them. Additionally, our monthly comprehensive Statement of Financial Position incorporates asset values from every asset type and source and reports to you in a clear and concise text and graph format.
