Our wealth preservation practitioners:

• Have mastered the fields of income tax planning, gift and estate tax planning, securing and unlocking business value planning, financial security planning, retirement planning, business continuation and succession planning, ownership transition planning, investment planning, insurance planning, qualified plan and IRA planning, and wealth transfer planning.
• Have absolute mastery of all wealth preservation funding* and hedging vehicles and their financing arrangements in every aspect: funding, preserving the funding, funding synergies, and funding updates (including life settlement option disclosure and discussion), to make sure they line up with the plan on an ongoing basis.
• Have firsthand experience dealing with the junior generations who need help executing their parents’ dispositive intent, disbursing funds, and, after receiving the inheritance, implementing plans for them.
• Have many years of experience working and coordinating with existing advisors in the most cordial and efficient manner while acting as an independent ombudsman, and taking advisors’ recommendations through their paces, challenging them to provide full disclosure based upon an exhaustive feasibility study of the risks and trade-offs and making sure that all options have been explored.
• Are highly ethical, unbiased, and independent, providing all the options, full disclosure, and putting the client interests above all else.

 (* and adjusting / ameliorating / augmenting / fortifying / hedging / scaffolding / shepherding / as an alternative / and as a failsafe)