Legacy Wealth Management
We are different because we take our Legacy Wealth Management process beyond the numbers to focus on your unique vision, values and objectives. We help our Legacy clients sort through a myriad of difficult matters; such as, family security, asset protection, growing and preserving wealth, creditor protection, business exiting and continuity, divorce protection, charitable giving, tax-efficent generational wealth transfer, and more.
Our proprietary LWM planning process is comprised of six steps designed to collect information relevant to your current situation, crystallize your important objectives, uncover gaps affecting these objectives, and design and implement creative strategies to help you accomplish your objectives.
Step one: Get to know you...
This is where we visit and listen to your story. Through thoughtful questions and active listening, we gather the hard and soft facts from your current personal, business and estate plans. We then take these facts and produce a clear, understandable picture of your current situation.
Step two: Crystallize your objectives...
People generally have three kinds of plans: where they want to be, where they think they are, and where they actually are. Once we have analyzed your current situation, we review it with you exactly as it is in that moment. Nearly 100% of the time, our clients discover their current plan does not reflect their true intentions. To ensure your plan is the one you want, we continue to further discern your intentions as they relate to your financial planning and investment management objectives.
Steps three and four: Build your private wealth plan...
With your objectives as the benchmark, we design and recommend creative strategies built specifically to fulfill your desired objectives and ultimately achieve the legacy you want.
Step five: Take action...
In the previous steps, we have discovered what is needed to overcome the obstacles preventing you from achieving your objectives. We are now ready to work alongside you to implement your strategies. In addition, we will coordinate the implementation of these strategies with your tax, legal and other professional advisors.
Step six: Plan summary and monitoring...
We desire to not only bring added value to you and your future, but to be indispensable to you as well. We are committed to providing you with ongoing service in an effort to make sure the plan you have is always the plan you want. Our industry leading Private Wealth CFO helps keep your plan on track with your evolving needs, goals and desires. In an ever changing economic, tax and regulatory environment, this is a particularly important part of our Legacy process.