Business Owner Financial Planning
Estate Planning and Retirement Planning: Integrated, Not Separate
Investment Management
Advanced Tax Planning
Generational Wealth
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CTA SECTION:::
The Background
But it’s also important to understand why clients experience an advice gap when it comes to keeping their money.
When wealth reaches a certain point, preventing its depletion by heavy taxation is the big issue. And this often gets less attention than it should because it’s harder, more complex work that lies outside the comfort zone of many financial advisors and CPAs.
Financial advisors tend to concentrate heavily on investing, that is, on growing money. They often tend to emphasize their investment focus, something that’s clearly critical. It’s what they know, and it requires time to build and maintain that expertise.
That bias to go deeper and deeper into investing topics comes at the cost of time which might be better allocated to specialized planning focused on keeping money.
The CPA, whose focus is on the tax code, where many planning strategies are possible, often has a different problem: not enough time.
Even top CPAs work exceptionally long hours doing all the necessary tax filings and financial reports for all their clients. Often, they lack the time to perform proactive research and planning which their top clients need.
We believe a team-based approach, that includes proactive CPAs, can help to overcome the keeping money advice gap.
FAQ's
What are the best planning options when I have concentrated wealth in a business or in equity compensation?
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Are there financial planning opportunities I can utilize inside my business?
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What assets (and investment strategies) should be chosen for inside and outside our estate?
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Are my estate planning and retirement planning really harmonized?
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How do I use my financial success to be significant on behalf of others?
Why might a Buffett/Munger style be desirable when I’ve accumulated significant wealth?
How should I approach investment diversification and risk when my business continues to be highly profitable?
How should we design an investment strategy when our time horizon is two or more generations?
I want my CPAs, attorneys, and other advisors to work together effectively, but how?
I received a large inheritance or divorce settlement. What NOW?!
What tax planning strategies can I use to reduce or defer capital gains taxes?
What’s better for me: a family office or a virtual family office of independent specialists?
What strategies can we use to achieve generational wealth transfer to charity and my family while maintaining control?
We need to review asset protection and risk management.