Your Advisor
We roll up our sleeves and coordinate your financial team to proactively address issues before they begin.
As your advisor, we serve as your family’s chief operating officer, helping help with the day-to-day operation of your family’s financial life.
Building an Ongoing Relationship With You and Your Family
Phase 1
Getting to Know You
- Develop deep understanding of family members, their goals, motivations
- Discuss charitable and philanthropic goals
- Review family entity structures
- Review prior gift tax returns
- Assess family budget/spending goals and liquidity needs
- Obtain and review current estate planning documents and discuss potential changes
- Coordinate with investment team to ensure investment strategies align with trust structures and guidelines
- Review asset structure and values
- Prepare Family Tree and Estate Planning Flowchart
Phase 2
Special Projects
- Develop custom strategies for focused needs of first-generation wealth builders, corporate executives, attorneys, physicians, business owners and start up entrepreneurs
- Engage in executive stock option planning
- Develop pre- or post- liquidity planning for business founders and start up entrepreneurs, and business succession planning
- Asset protection planning
- Dedicated cross-border planning
- Planning for families with unique special needs circumstances
Phase 3
Ongoing/Annual Check-Up
- Hold quarterly (annual? biannual?) meetings to discuss additional planning opportunities
- Coordinate with outside advisors to ensure proper filing of gift and estate tax returns
- Provide annual reporting summarizing estate plan as well as advanced planning strategies implemented, organized descriptions of each trust, trustee, disposition of assets
Phase 4
Educational Resources
- Robust library of educational whitepapers and instructional videos
- Published case studies showcasing valuable planning strategies
- Coordinate with Legacy Team to ensure involvement with next generation of family members
Our Advisors
“In working with my clients, it is most important to be goal-oriented rather than focusing solely on performance relative to benchmark returns. A financial plan plays an essential role in quantifying, with a high level of confidence, whether a client’s financial goals are achievable. My role is to provide guidance and education to ensure my clients feel empowered to make smart choices.”
–Donna Levy, Managing Director
Our Dedicated Team
Our advisors bring decades of sophisticated expertise managing the financial complexities of individuals and families across generations. Their backgrounds and experiences are as diverse as their clients; we have over 110 advisors across the U.S. to serve you. Looking for a financial advisor? Start your search here.
