Sometimes you can be very successful at growing a business, or investing in stocks or real estate, but not as successful at managing the results of that success.

Our clients typically have one or more of the following concerns:

1. Majority of net worth tied-up in “illiquid” assets like a business, real estate, art, collectibles, company retirement plan, or stock options.
2. Multiple bank accounts but no real banker.
3. Wondering “how much is too much” to give to charity or family.
4. Uncertain what retirement lifestyle is sustainable with their assets and liabilities.
5. Questioning how their favorite charity makes the best use of its resources.
6. Uncoordinated investment plan with no tax or fee sensitivity.
7. Waiting until December 30 each year to think about taxes.
8. Perplexed over successor trustee or executor decisions.

One of our clients, relocated to a new area, was a second-marriage couple with wills from first marriages, a taxable estate, real estate in two different states, investments (but no contact) with five different financial firms, and no life insurance, but two children under 21.   They were both so busy, we could only schedule them simultaneously by meeting one in person and one by conference call, three weeks in advance.  Their list of concerns was long.  But the solution involved asking four questions:

1. What should be done and in what order?
2. Who is the best professional to hire for each concern?
3. How much do we know about the compensation that drives our professionals’ recommendations?
4. How will we make sure it all gets done?

Coordinating their plan and helping them choose the right professionals allowed them to spend more time enjoying their family.

Clients are welcomed by referral.  If you have been directed to this website by a member of your team of professional advisors, please call 813-781-8040.