We perform a lot of functions and tasks for our clients and we’re told repeatedly that our work ethic and ability to get things done is appreciated. But the most important problem we solve is the solution to loneliness. The loneliness that sits at the crossroads of a decision where the options aren’t obvious or explained. The loneliness of incomprehension as you try and understand exactly what an insurance company is selling. The loneliness of inequity when you need to interact with an insurance company that targets low-cost efficiency when you want effective restoration.
We are interested in standing in the path of isolation to help our family clients face many specific issues. We’ve had profound conversations about the pandemic and its tangible demonstration on how an individual’s risk tolerance really does interact with neighbors and the world. We’ve held meaningful forums addressing the acute needs of multiple generations, not just because of the pandemic but also as a product of economic realities and health. We’ve had fun opportunities to learn from 2020 and celebrate new pursuits and paths that our clients have taken.
And because we are atypical, we continue to develop our capabilities to address the loneliness of responsibility in a wider and wider array of worries, concerns, and risks. There’s no sense in being alone trying to figure out how to keep cybercriminals away from your family. There’s no sense in being alone trying to solve the economic impact of falling ill. There’s no sense in being alone trying to figure out how to watch your back when you volunteer for a Board, or hire a nanny, or sell your business.
So while we’re set to perform the functions and tasks that remove much of the logistics and headaches, we believe our real value is in the relationship and stewardship of the trust placed in us by the families we are lucky to call our customers and clients.
Darren McGraw & Mechelsen Private Client 