As coronavirus fears continue, we wanted to bring the attention of our clients to the preparations we have as a firm for unnatural events. Fortunately for us, the tools that we use on an everyday basis are available to us anywhere in the world where we have an internet connection. Our clients files, notes, and operations software are all cloud-based. 

In a situation where in-person meetings are inadvisable or logistically challenging, we do web conference meetings where we can screen share and cover just about anything that we can do in our office. Keith, who works with expats almost exclusively, has been doing this for years, and we have fine-tuned our systems to offer a fantastic virtual experience. We use Zoom for our virtual meetings most of the time, and it has proven to be a very stable platform. Gone are the days of grainy videos and garbled audio! 

As part of our compliance process, we are required to have a disaster recovery plan, which has recently been reviewed and updated. We also think it’s safe to say that if we had an event that necessitated us to utilize disaster recovery, such an event might come with a volatile market. We could definitely provide larger scale webinars to disseminate information, as well as the blog posts and podcasts that you have all come to expect from us.

Whether or not the coronavirus becomes an event that will cause us temporarily to change our regular work environment, rest assured that we will be able to service your investment accounts in the same manner. If for some reason an in-person meeting is not possible, we will strive to provide you with a seamless virtual experience. 

If you have any questions about our disaster recovery plan, please let us know.


Clint Walkner