Our Extended Team
We have been reminded repeatedly in recent years that navigating financial markets is not an easy task. Additionally, the intricacies of building a Plan that takes into account investments, estate planning, tax strategies, wealth protection and preservation, family governance and other components can make coordinating your financial life a bit challenging.
We take great care in assembling a team of financial professionals who will collaborate to help ensure aspects of your financial life are being addressed.
In addition to our in-house team of wealth advisory specialists, your team may include:
- Accountants – personal and corporate
- Attorneys – estate, tax, family, and corporate
- Bankers – mortgage specialists, trust officers, loan officers, and bookkeepers
- Family Counselors
- Employee Benefits Specialists
- Pension Administrators
- Travel Agents
- Domestic Services
Depending on your needs, we may bring in other experts and planning professionals, such as a Valuation Specialist of Charitable Giving Specialist, to address specific needs. We will coordinate each professional’s individual expertise and incorporate their recommendations into your Wealth Plan as appropriate.
Having your own team of experts collaborating closely together helps maximize the effectiveness of your Plan and makes sure is stays in sync with the aspects of your life that matter most.
We take great care in assembling a team of professionals who will collaborate in concert to make sure all aspects of your financial life are being addressed.