We addressed a business owner’s complexities and simplified his life
A business owner referred to us by one of our clients owned a number of successful businesses, as well as residential and commercial real estate. After decades of having other professionals provide incomplete and inadequate advice, he came to us. Our team quickly identified a number of problems, including no preservation of assets for future generations, major estate tax liabilities, portfolios that were not allocated in accordance with the client’s goals or risk tolerance, and no updated wills or estate planning documents.
Our team collaborated with a number of legal, tax and insurance professionals around the country and, within a matter of months, our client was able to stop worrying about the issues that plagued him for years. The satisfaction we get from helping others is why we love what we do.
The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary.