Much like a home inspection, our approach includes taking a comprehensive look at each client’s situation. We dig deep to identify opportunities for improvement, whether immediately evident or not, understand our client’s goals and prepare a customized action plan to spring them forward.
Here is the framework for the overall process:
STEP 1: DISCOVERY
- Get to know each other
- Uncover your foremost wealth transfer or business continuity goals
- Reveal looming “icebergs” and fertile “betterment” opportunities
STEP 2: PINPOINT SOLUTIONS
- Identify impactful solutions (in sync with your “big picture”) to propel you forward
- Tangibly illustrate the value of our recommendations
STEP 3: CARRY OUT THE PLAN
- Agree on the path forward and keep your existing advisors informed
- Detailed work to implement the chosen solution
STEP 4: MONITOR AND RECALIBRATE
- Reconnect at regular intervals to monitor your situation
- Make any alterations necessary to ensure the planning continues to have full force
Tax-Efficient Solutions For Excess Personal or Corporate Funds
Find out how we can help preserve your wealth.