HAVING A COMPREHENSIVE FINANCIAL PLAN MATTERS
Choosing the right financial partner is key to making sure your vision is realized. When we work with senior executives, we often hear how little time they can devote to managing their substantial incomes. As your financial partner, we make the time.
losing their wealth1
believe that one major setback would
have an impact on their lifestyle2
of wealthy families lose their
wealth by the second generation3
DYNAMIC 360° LIFE PLAN
We spend time with you upfront to understand your goals, perspective and long-term vision. Then, our wealth management team takes over, exploring the myriad of financial choices and presenting them to you as options for discussion. We’ll engage with other professional advisors, CPAs or attorneys that you might use so that we have the full picture, and so that you have a 360° plan. These are just some of the components we consider in our exploration.
TAX STRATEGY CONSIDERATIONS
To safeguard and maximize your assets for the long-term, we work closely with you to minimize taxes in the accumulation, management and distribution of your assets.