When I was a kid, I always liked to eat the icing on the cake first – and probably most of you did as well. If the proposed IRS 2704Continue Reading
Each client has different needs and concerns. We try to start off with a consistent diagnostic approach (our “organize, prioritize, execute” model) but some families have a pressing concern and these relationships often begin with us tackling a very specific question or issue, that can be light years away from basic financial planning. In our first few years of operation, we set up and dismantled family offices, created private trust companies, revised (or initiated) buy-sell arrangements for closely held businesses, established succession plans for family businesses and sold a few companies along the way.