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Our experience advising families with significant wealth and special requirements gives us the wisdom and insight to counsel you and your future generations.


     
Composed of an integrated team of professionals with highly specialized educational credentials and backgrounds, our team works in conjunction with local wealth advisors in different parts of the country to provide the critical central coordination that focuses on all aspects of your family and the ongoing management of its wealth.

Together, these professionals provide an integrated approach that encompasses financial, estate, philanthropic, insurance, investment, and life planning. At the helm is your Wealth Advisor who oversees the team of professionals and your other advisors in developing, implementing and maintaining your family's Wealth Blueprint.

The Seven Levels of Service Provided By A Capable Planning Team
  C     COUNSELOR  FAMILY WEALTH STATEMENT
  A     ANALYST  FINANCIAL CHECK-UP
  P     PLANNERS  VALUE PROPOSITION LETTER
  A     ADVISOR COORDINATOR  TACTICAL PLAN
  B     BINDER / PUBLISHER  COMPREHENSIVE PLAN
  L     LICENSED IMPLEMENTERS  IMPLEMENTATION DOCUMENTS
   E      EVALUATOR / EDUCATOR  ANNUAL UPDATES

Your team of professionals works in tandem to serve you in the following roles:


 


The Wealth Counselor - helps you clarify your vision, purpose and values in a Family Wealth Statement.

The Analyst - reviews your current financial, legal, insurance, investment, tax, retirement and compensation plans in a Financial Checkup that evaluates how well your current plan fulfills goals articulated in your Family Wealth Statement.

The Planners - initially prepare a Value Proposition Letter that details the specific benefits and costs of creating a Tactical or Comprehensive Plan based on your situation and objectives. Once a decision is reached, The Planners prepare the plan documents.

The Advisor Coordinator - orchestrates the combined efforts of your CPA, lawyer, and other professionals involved in creating and implementing your plan.

The Binder/Publisher - creates the graphic content that illustrates the strategies and recommendations contained in the plan.

Licensed Implementers - Following your approval of the plan, the attorney drafts the necessary documents; the insurance professional prepares the applications; the investment professional implements money management strategies; and the CPA coordinates the tax-related decisions.

Evaluator/Educator - Any plan should be updated at least annually to evaluate the impact of tax law changes, market conditions, or changes in financial philosophies. The Evaluator assists in this regard and also educates family members and the planning team on new strategies.

       
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.