Protection For High Net Worth Individuals

Planning for high net worth individuals requires a different approach. Their wealth brings unique challenges and risks. At the same time, it opens the door to many possibilities that are not available to others.

And yet many families fail to finish what they start when it comes to wealth transfer planning. Others never really feel comfortable with what they have in place. We believe that most clients suffer because they haven't worked with an advisor who followed a clear process... a proven method of setting goals and objectives.

As a result, they end up with non-coordinated, ad-hoc planning that leaves them in the dark about its impact on their family and lifetime objectives.

Our process is different. We employ an approach designed to create an enjoyable and fulfilling experience that also allows you to clearly see the impact of your planning on you and your family.

The decisions you make today shape your future and the future of your family. Those decisions should be informed and thoughtful. Our process, starting with the Family Wealth Diagnostic, is designed to keep you fully engaged in the experience and satisfied with the results.

The Family Wealth Diagnostic

How will you benefit from your Family Wealth Diagnostic? After the diagnostic, you will know if:

• you have enough money to meet your needs
• you are over-paying taxes
• your assets are at risk
• there are opportunities that you are missing

What will you receive at your Family Wealth Diagnostic? A complete analysis of your current:

• Financial situation
• Income tax exposure
• Estate tax exposure
• Assets at risk
• State of liquidity
• Planning documents

Not many clients come to us with significant wealth in already established trusts. However, most come with a concern about whether they have enough assets to last throughout their lifetime. The Family Wealth Diagnostic will help you answer this question and will shed light on many other areas of concern to you and your family.