Eastgate manages client relationships with highly experienced professionals who understand the big financial picture. Our Ensemble Client Service Approach brings together the full spectrum of financial service and multi-family office disciplines, providing clients with the guidance, protection, and service needed to live the life and leave the legacy you’ve always envisioned.
The process begins with a face-to-face meeting centered around the client and firm getting to know each other better and exploring how Eastgate can help. Eastgate does not have account minimums and is a fee-based fiduciary. The firm does not participate in wrap fee programs or offer services via performance-based fees.