We have Valuable Experience
This client was getting divorced but had not been as actively involved in the financial affairs of their family.
They wanted guidance throughout the divorce settlement process to ensure equitable treatment and conduct a thorough financial analysis of the assets, with a focus on dividing them in a tax-efficient manner.
Having been less involved in financial matters in the past, they sought a reliable and trustworthy advisor to guide them, manage their funds, and provide financial advice on various topics.
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Professional Adviser Team
We assisted in assembling a well-coordinated roster of advisers, including an estate attorney, insurance expert, and CPA, who collaborated seamlessly and provided the client with recommendations to consider.
Our online reporting systems allows consolidated reporting including the tracking of private investments and cash flows, with access to reports available on our private client portal 24/7.
Financial Data Aggregation
We serve as the middleman, we efficiently track and collect tax statements (1099s, K-1s) for all family investments, and then directly deliver them to the family’s accountant. This streamlined process results in significant time and cost savings.
Access to Deal Flow
Our connection to the family office space allowed us to bring unique private investments to the family in areas including direct deals in private credit, venture capital and real estate.
Expertise in Hard Assets
We helped secure the storage of physical gold and silver in Brinks-equivalent vaults in both the US, Zurich, and Singapore. This ensures their metals are held securely outside of the banking system.
We developed cash flow and wealth projection models to provide peace of mind on their path forward.
We assisted our client with their desire to provide for a child with a disability while also supporting their adult children by purchasing their own homes.
We recommended a comprehensive insurance review, ensuring our client’s adequate protection at the most cost-effective rates.
Our client sought executive-level education and placed their trust in our team of advisers to provide essential guidance and advice.