Coordinate Advisers

Families may have a number of advisers; lawyers, accountants, investment managers, bankers and insurance brokers.  We can help you leverage the benefits of your advisers through effective coordination because we have a picture of your financial life that no one other adviser has.  Some examples:

• Make sure your estate plan is reviewed and revised every few years or whenever tax laws change to make sure it reflects your intentions.
• Implement and monitor wealth transfer planning.
• Create financial models to evaluate alternatives.
• Communicate strategies to you and other family members.
• Orchestrate insurance reviews (life, health, property & casualty) to make sure coverage is appropriate to your needs.

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