She was a wealthy widow (husband had owned and sold his privately owned and operated business a few years earlier and she had inherited the proceeds) with a number of grand-children that she wanted to provide education funding for if they needed it and she was no longer around to make sure that they got it.
She also did not want them to incure any estate or probate costs and was not prepared to risk this money to the volatility inherint in capital markets.
Our team of experts: legal, risk and tax put their heads together and came up with some interesting solutions.
We call this facet of Wealth Management: Advanced Planning.
Wealth Management = Investment Counsel + Advanced Planning
Advanced Planning = Wealth Enhancement (Tax Strategy)
+
Wealth Protection (Risk Mitigation)
+
Wealth Transfer (Estate Planning)
+
Charitable Giving
Our client called me up the other day to thank me for the comfort and peace of mind that she was feeling, now with capital markets melting all around us, knowing that the strategy we had implemented had protected her plans from the current volatility.
Planning to achieve goals by thinking ahead of the curve.
Can we help you find solutions to your financial challenges?
