Planning

planning-services

Defining Objectives
We work with you to articulate the goals that you find most meaningful. For example, you may want to plan your retirement so that you do not outlive your assets. Or, you may place the highest priority on passing wealth to your children in a manner that communicates your family values and allows your children to thrive. Or, you may value gaining access to unique investment opportunities while knowing that your broader family wealth planning goals will be met. We examine the multiple 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.

Team Coordination
As a new client, we understand that you may already have highly-competent attorneys, accountants, investment advisors, 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 you are working with are functioning as a coordinated team to develop strategies aligned with your objectives.

Financial Interactions
Dealing with the interactions between financial issues is at the core of what we do. For example, decisions about your investment strategy may affect your cash flow, taxable income, insurance, and estate planning requirements. While your specialty advisors are all critical components of the team, we are uniquely positioned to advise you about all of these interactions.

Defining Objectives
Dealing with the interactions between financial issues is at the core of what we do. For example, decisions about your investment strategy may affect your cash flow, taxable income, insurance, and estate planning requirements. While your specialty advisors are all critical components of the team, we are uniquely positioned to advise you about all of these interactions.