Integrated wealth management services The ultimate objective of the TAMRIS service is to improve your wealth management services by increasing their quality, coordination and reducing their costs. How your wealth management services are integrated will influence the quality and efficiency of your overall service. TAMRIS can help integrate your wealth management relationships by ensuring that your estate planners, lawyers, financial planners and portfolio managers all act within an integrated wealth management relationship. TAMRIS understands the problems that many asset and wealth managers have in keeping a disciplined and integrated wealth management structure for their clients. It is sometimes hard for say one wealth manager to criticise what the other is doing, especially when the advisor in question is a source of business and the lead manager in the client relationship.
TAMRIS has no such problems. In the end it is you the client who has the right to stipulate how your advisor work together and to determine the overall value objective of the combined services.  This particular service is a development of the integrated analysis of the TAMRIS Review services. Work in this area is subject to additional fees and the viability of such work would be detailed by TAMRIS in its comprehensive review services option.
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