A Process, not a Product
Our holistic view towards financial planning helps create strategies for whatever your goals and objectives may be, including complex situations such as:
Creating retirement income
Acquiring or disposition of real estate
Sale of a business
Executive stock options
Preserving family wealth
Fulfilling certain charitable intentions
Common situations that typically require advanced planning include:
- Concentrated Wealth
- Intergenerational Wealth Transfers
- Sudden Wealth/Liquidity Event
Our financial planning process and practice of creating projections also impact and influence investment objectives for our clients, tying the entire experience together.
Establishing a Plan:
Developing a strategy to benefit your family at an unknown future date is a daunting task. Our team helps clients to identify what’s most important to them, then assists in developing and implementing a plan to reflect those wishes.
Document Review & Implementation:
Life changes, yet many families don’t update their estate planning to reflect this. We review existing plans and documents, then oversee necessary changes to help ensure everything is properly integrated with your investment accounts and other holdings.
Charitable Planning & Lifetime Giving:
Both charitable giving and interfamily transfers are meaningful events for many families. We work closely with our clients to help develop strategies for timely and tax-efficient gifting.
Our team is experienced in the unfortunate reality of settling estates after a passing. Often, proper preparation and organization can minimize the stress and workload on Executors and Trustees.
Money spent on taxes today or in the future generally reduces investment portfolios - sometimes substantially. Our team has decades of experience in anticipating and helping to minimize taxes. We will work to construct a coordinated plan to manage, reduce or eliminate as many tax burdens to a portfolio as prudently possible, including current and future:
Federal & State Income Taxes
Capital Gains Taxes