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?