As our clients’ primary financial advisor, we answer or help find answers to client questions such as:
- How can we simplify our financial affairs?
- How can we ensure financial freedom for the rest of our lives?
- How should we evaluate different investment philosophies?
- How much investment risk should we take given our objectives?
- How do we know that our investment managers are adding value after fees and taxes?
- What are the best ways to minimize income and estate taxes?
- What are the optimal entity structures for managing our assets and liabilities?
- What should be done to prepare for marriage or divorce?
- How can we teach our children to handle wealth responsibly?
- How should we think about our family giving strategy?
- How can we ensure that our descendants have sufficient resources for education and health care?
- How should we choose our service providers and employees?
- What responsibilities should be assigned to each member of our service team?
- How should we reconcile conflicting advice on investment, tax and legal issues?
- What should be done to help my spouse and heirs manage their affairs after I’m unable?
- How should we think about our charitable giving strategy?
- How should we use insurance to manage risk?
- How can we take maximum advantage of company options plans and benefits?
