We meet with each client and their close advisors initially to discuss family goals, retirement objectives, risk management, asset protection and personal objectives. We establish the priority list and then discuss the techniques available to achieve those goals and objectives. Once this is completed we prepare an analysis of the options available and discuss the pro’s and con’s of these options. We model the techniques numerically so the client can see the exact result of each potential solution.
Once an action plan is decided upon we then assist with the implementation of the solutions selected and follow through to their completion. This might include family meetings, advisor meetings, interfacing with trust companies, etc.
We review all our plans as necessary and hold family meetings to make sure we are up to date on concerns and issues.