The one hour Challenge
With a limited investment of one hour for a pro-bono conversation with our team, the challenge is ours to reply with ideas that materially move the needle for you, your family and your legacy. You will be the judge as to whether the conversation continues, perhaps extending into the Legacy Audit process.
Legacy Audit Value Proposition
Over decades of advising affluent families and successful businesses regarding estate, business and financial planning, we have proven through experience the following axioms:
We have never engaged with a successful client that has done no planning whatsoever; but we also have never engaged with a client that knows and has done everything of potential value.
You can’t know what you don’t know.
From the local professional or business owner, to the billionaire at the pinnacle of financial achievement, we have never emerged from an engagement process without valuable revelation and newfound knowledge, which have translated to client value. Our unique firm represents a synergistic blending of industry leading interpersonal skills, analytics, and tax, legal, financial experience that identifies hidden opportunities of great potential value for our clients.
Whether refining existing planning or uncovering new opportunities, the incremental effects of our process tend to be significant magnitude in relation to a client’s overall profile.
Initial informal conversation and reciprocal introductory exchange. The goal of the initial meeting is to establish whether the potential engagement is a “fit” for all parties
If an engagement is initiated, an extensive process of gathering client facts and circumstances ensues.
Once fully informed as to client’s current circumstances, goals , desires, and existing/anticipated planning initiatives, our team provides analysis and recommendations as deemed appropriate.
If after consideration of recommendations by the client and their advisory team, the client opts for implementation of some or all recommendations, our team collaboratively embarks upon execution of the clients chosen objectives.
Knowledge is like a strong breeze in a sail capturing a powerful force. Wisdom is the rudder that directs that force to a desired destination guided by clear Vision. All three elements are necessary for a successful voyage.
Planning strategies can be a vehicle to propel you in the journey to your legacy.
Our knowledge of the best available strategies, guided by your wisdom and vision, are the essentials that will ensure your safe arrival at the desired destination.
Sample Engagement Criteria and Process Description
Real estate entrepreneurs
Closely held business owners
Professionals (medical, tax, legal, etc.)
Sports and Entertainment personalities
Initial preliminary meeting
Fact finding, data gathering and goal setting
Analysis and recommendation review
Planning team interaction, vetting
Ongoing reviews as required, minimum annually
Typical issues addressed:
Existing estate, financial, insurance, planning review / audit and assessment 2) Transfer tax / capital gains tax mitigation / elimination
Tax efficient business and family asset succession strategies
Business planning, succession, exec comp, key person, deferred comp
Retirement plan analysis / financially engineered high IRR tax free income alternatives
Family Bank / intergenerational liquidity strategies
Family legacy planning 10) Charitable planning
Contact us at firstname.lastname@example.org or call us at 1-(844)-501-2559