 lanning for Affluent Individuals and Families
Our timeline is efficient, and streamlines the entire planning progression
Pre-Engagement
Reviewing Data
Prior to substantive meetings, we review all the financial information and existing planning documentation of prospective clients to determine whether or not our services will be especially valuable.
Initial Visit
If we determine that we can be valuable to a family, we visit with them and their advisors for a one- or two-day retreat to understand their every planning nuance and desire and to heighten and expand their expectations.
Formulative Engagement
Based upon each client's needs and desires, we formulate the parameters of the engagement including all fees, deadlines, and responsibilities.
The Engagement
Analyzing and Testing
We create a plan by analyzing, testing, and challenging every combination of planning theories and strategies that specifically meet our client's needs.
Building the Plan
Through the use of narratives, graphs, charts, models and schedules, we build every page of our client's Wealth Strategies plan into a comprehensive, dynamic, and understandable strategic planning book.
Presenting the Preliminary Book
We take our client step-by-step through the preliminary planning book and record every reaction, critique, and idea in order to further tailor the plan.
Presenting the Enhanced Book
We present the polished book and set specific timelines and goals for the implementation of our client's plan.
Plan Implementation
We assign every detail of the plan to the appropriate advisors for immediate implementation.
The infinitely complex transformed into a workable and understandable model.
Post Engagement
A New Paradigm: The Family EstateCare™ Program
Our Family EstateCare™ Program provides client families with continuing Wealth Strategies services, counseling, and cutting-edge ideas and opportunities.
Our Pre-Engagement Protocol
If you would like to speak with us, we would be pleased to arrange an appropriate meeting. If thereafter you would like us to review your affairs, we will quote you a fee for this initial review and would appreciate receiving the following data:
- Most current financial statements, including the ownership and basis of all holdings
- Past 3 years of individual and business tax returns
- Existing legal planning documentation
- Supporting data and documentation, such as stock option plans, buy-sell agreements, and insurance portfolio papers
Within 30 days of receiving your information and documents, we will:
- Have analyzed your information to determine if, at a minimum, we can save you significant taxes and expenses. In our experience, we routinely generate tax savings between 75 and 90 percent.
- Schedule a one- or two-day retreat with you and any advisors you invite, away from all office responsibilities, to enable you to tell us in detail about your family and your wealth strategy goals. Your specific input is essential to our ability to prepare your Wealth Strategies plan.
We take joy in serving the needs of our clients and look forward to speaking with you about how we might serve you and your family.
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