The Real World

At 88, our client came to us with one important goal, to provide an early inheritance to one her grandchildren. She wanted peace of mind to proceed with confidence that everything is in order, and her wishes will be met.

The daughter of a long-term Tribeca client came to us in the aftermath of separation. Her money was sitting in the bank, not working for her. She had no plan, and worry had taken over. Twelve months on, that's changed completely. She now knows exactly where she's going and in her words, "It's all working."

Our clients came to us unconvinced. Financial advice wasn't something they believed in. Yet, over time, and with their advisor’s guidance, doubt gave way to trust. And that trust led them to refer all three children to Tribeca. By doing that, they transferred their trust in us to their three most treasured people. They trusted us with what matters most.

After a tough year, our client submitted a trauma insurance claim that the insurer rejected. We disagreed, built a case and fought for what our client deserved, until the insurer agreed. The result was $213,990 paid in full. In her words: "We cannot say enough how appreciative we are. Thank you for going into bat for us."

Four years after losing her husband our client received an unexpected notification for unclaimed super. It was too painful to revisit so she handed it to us, and we took care of it. No forms to navigate alone. No memories to relive. Just thoughtful, careful support when our client needed it most.