Unlike larger firms, we don’t have hard and fast minimums. However, there are certain groups of people with whom we have extensive experience and the most productive relationships:
Navigating Life After Divorce or Loss
Life can shift dramatically in a moment and finding your financial footing after a major life event - such as a divorce or the loss of a partner - can feel daunting. Yes, money and financial resources are there but now what? There are still tax returns to file; estate planning and inheritance adjustments to be made; restructuring business interests that may have been held jointly; insurance needs and liability coverage updates; evaluating whether to keep, sell, or refinance your real estate portfolio and understanding the financial consequences of each; and, oh by the way, you and the kids need a vacation! In other words, life is not going to stop nor are the pitfalls of receiving a large settlement without proper guidance.
Having a team of professional advisors providing you with the right advice at the right time, and doing the heavy lifting for you, is essential in these moments. We are not here to tell you how much money you can spend. Rather, we’re here to help you move forward with clarity and confidence and surround you with your own team of advisors working collaboratively for you and your family.
Emergent Wealth Builders
You're focused on a flourishing career and family and want to grow your net worth and investment portfolios, all while striking a balance between responsible savings and an active lifestyle. We can help to identify and organize your priorities, improve cash flow, boost savings and investment accounts, and establish clear tasks and milestones for improvement.
Corporate Executives and Professional Service Providers
Your career is well established and your finances have grown to the point where you need sophisticated advice. We can help to sort through your financial legacy, manage concentrated wealth and risk positions, revisit or help to develop a properly executed estate plan, and address the unforeseen risks and opportunities that often stem from a “too busy” life.
Business Owners and Entrepreneurs
You’ve dedicated your life to building and maintaining a thriving enterprise. Whether a transfer of your business to the next generation is years away or just around the corner, we can help to identify clear succession strategies, diversify your wealth concentration, and minimize adverse tax consequences.
Retirees
You’ve worked hard your entire life and are ready to enjoy the fruits of your labor. We can help you anticipate retirement opportunities and needs, optimize retirement income sources, and create and manage effective estate and charitable giving plans.
