Define Your Objectives
We work with you to articulate the goals that you find most meaningful, both in the short and long term. For instance, your near-term focus may be on gaining access to unique investment opportunities that complement your business, but your long-term priority may be passing wealth onto your children in a way that allows them to thrive. We address the short-term goal while making sure that our strategies promote the long-term goal as well.
We also examine the multiple wealth planning issues involved in your financial life to determine whether any of your articulated objectives compete with one another. Managing competing objectives is an essential part of the work we do.
Optimize Your Financial Situation
Our clients rely on us to help them with everything from achieving better investment returns to preparing their children to successfully manage inherited wealth. We know how to find untapped opportunities in even the most complex and highly managed financial situations and we focus on the interactions between the financial issues that affect you. For example, decisions about your investment strategy may affect your cash flow, taxable income, insurance, and estate planning requirements. While your specialty advisors are best equipped to advise about specific issues within their areas of expertise, we are uniquely positioned to advise you about all of these interactions.
Ensure Your Key Advisors Work as a Team
As a new client, you may come to us with highly-competent attorneys, accountants, investment, and insurance professionals already engaged. Our mission is not to replace these other advisors. Rather it is to make sure that all of the advisors working with you are working as a coordinated team to develop strategies aligned with your
Peace of Mind
Our ultimate goal is to create peace of mind for you by anticipating your needs, developing contingency plans to deal with uncertainty, keeping risk exposures within your acceptable limits, minimizing taxes, and helping you to achieve your overall financial objectives.