Garhwal, Chan & Williams Family Office

TRUSTED ADVISORS and MANAGERS TO WEALTH CREATORS

"It is not the critic who counts... The credit belongs to the individual who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself/herself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat."

– Theodore Roosevelt (Speech at the Sorbonne, April 23, 1910)

Roosevelt fittingly recognized the wealth creators and passionate innovators who build a country's prosperity and foster its progress – those among us making a difference in life through deliberate, dedicated effort, commitment and determination. Like those Americans, you've had fortitude, conviction, courage, and character. You surrounded yourself with the best of the best. You were creative, curious, and imaginative; an adventurer and explorer. You worked hard, daring yourself and others with your unflagging entrepreneurial spirit and outrageous ambition. With some luck, you were at the right place at the right time – and in the end you succeeded, experiencing the exhilaration and triumph of high achievement.

But success fuels complexity. There's more to do now, more to manage, and less time. By nature, regardless of your age or accomplishments beyond your imagination, you could never switch off your continued quest to explore, innovate, excel, inspired, climb new and greater heights. Never content, you drive on.

Strengthening an Ongoing Process

Managing what you've created and what you continue to build can become a daily grind of unfinished tasks.

Your time and energy are increasingly consumed by legal matters, managing finances, investments, and a growing stable of managers.
Family governance, succession planning, long-term income and estate-tax planning interrupt you.
Shaping your legacy, constructively giving back to communities that supported your journey, and ensuring your life's work and mission endure for generations all require your attention.
You're vexed by the challenges of building a family charitable foundation that serves your long-term objectives and vision – and stays true to your values.

Attentive, Competent Solutions

You probably recognize (and may have struggled to admit) that continuing the journey well requires a genuine solution – a trusted extension of yourself. You recognize it's time for a reliable and experienced "hands-on" advisor capable of holistically managing your affairs through a careful understanding of your values and aspirations, where you've been, and where you are. Someone who can lift the demands of life's daily grind off your shoulders and allow you to focus on your passions and interests, comfortably assured the rest is taken care of.

After working hard, daring boldly, and remaining undaunted through life's journey you have a proven track record of extraordinary success. Now you seek a trusted advisor to navigate life's next phase.

But not just any advisor; you seek out someone you can trust.

The Garhwal, Chan & Williams Family Office

Our Family Office practice is your solution. The Family Office effectively combines our 20+ years of CPA firm experience with our 13+ years of investment-management practice experience.

Obviously, you want that rare advisor with decades of experience in all facets of life who is seasoned, devoted to proactive client service, dedicated to life-long learning, and puts truth and integrity above everything else. We are that firm.

Learn more about our highly specialized services.