Strategic planning for the group, reflecting the input of all partners.

Samoset provides institutional funding to grow to a scalable business size, sufficient to provide for the delivery of the competitive services necessary to compete for ultra high net worth family business.

• A full time acquisition and recruiting function are part of the services provided to partners.
• A full time finance & control function for making sure business progress is tracked accurately and growth is well financed for the company
• One institutional strength, full service technology and investment platform for all advisors. Combination of in house and out sourced operations & technology expertise.
• A focus on a Human Resource and Development program for employees. A real estate professional to negotiate appropriate office lease and construction for each office location.
• A branding and marketing strategy for the firm is key to developing awareness and understanding of our culture, the services we will provide and the experience clients will receive.
• Legal & compliance regimen will be applied across all businesses and locations to assure best practices and to protect our good name and enhance our brand.
• A systematic approach to the transition of the business from senior partners to junior partners over time. Creation of a survivable business across generations of partners will enhance our enterprise value.