We focus on helping wealthy clients fulfill their hearts' desires, realize
their dreams, and leave meaningful legacies. Our process begins with development
of a Family Wealth Statement
that summarizes the goals of the family patriarch and/or matriarch (or
business associates) in a concise and compelling document that will guide
attorneys, accountants, other advisors, or heirs in using family wealth
to uphold the family's values.
While creating a Family Wealth Statement for you, we enter into discussions
about how your current legal and financial documents may fail to achieve
your family's goals. We can summarize the strengths and weaknesses
of your existing financial and estate planning documents in a Financial
Checkup, which reviews financial, legal, business succession,
insurance, investment, and related issues. Because the Financial Checkup
often focuses attention on the gaps between the client's goals and the
objectives of the current plan, we are often asked to prepare a proposal
for how we would create a new plan that lowers taxes, increases transfers
to heirs, enhances charitable giving potential, augments retirement income,
or achieves other important personal or financial goals. For a nominal
fee, we will include a Value Proposition Letter in your Financial Checkup.
The Value Proposition
Letter will typically show how the planning process can produce
substantial benefits for heirs and charity while reducing or
eliminating taxes. The Value Proposition Letter quotes the fee for
planning, which is always a small percentage of the benefits to be
derived. It includes a summary statement of the reasons for engaging
us to prepare either a simple tactical plan or a comprehensive plan.
A Tactical Plan looks
at just one of the more than 200 planning instruments that we can illustrate.
Such plans are generally inexpensive and easily implemented. After preparing
the Tactical Plan, we like to have our clients engage us to prepare a
There are more than a dozen benefits related to upgrading a tactical plan
into a Comprehensive Plan.
Please contact us to discuss how we can develop any of the documents
described above to help you most effectively fulfill
your heart's desires, realize your dreams, and leave a meaningful legacy
for your family and favorite charities.