Organizational Strengths
Case Design Process
We have developed a very effective case design process. This process begins with an initial discussion about a possible case, to data gathering, strategy selection, design analytics, client reports, collaboration protocols and communication management.
Proprietary Software
Most sophisticated planners have experienced the frustration of using software packages that did not permit them to analyze or illustrate exactly what they wanted. Virtually all software packages have their limitations. We determined that we could not afford to be held hostage by the limitations of an off-the-shelf software package. Therefore, we created our own. Our open architecture software permits us to illustrate virtually any strategy or set of strategies that the adviser team wants to see.
Experience
Since 1996 we have worked with some of the top estate planners in the country. We are well versed with the tools and techniques of planning and especially how to combine them in practical ways.
Creativity
Since we serve professional advisers in different disciplines, we constantly work at the intersection of legal structures, existing assets, financial products and tax implications. We are able to see opportunities sometimes missed by single discipline practitioners.
Collaborative Approach
We are committed to a team approach in which all the members of the planning team contribute in their areas of expertise.
Philanthropic Orientation
We believe that philanthropy is good for the soul. Not all clients are overtly charitable but we believe the benefits of personal philanthropy are worth discussing.
Client Presentations
Clients increasingly expect attractive professional presentations in this age of technology. Our client-ready reports present the planning concepts with clear and compelling diagrams, charts and graphs with the supporting calculations in the appendix.
Family Office Services
We serve Family Offices by working with their staff and the client's other advisers to develop a comprehensive integrated plan for the family wealth. This can be particularly attractive to Family Offices that want to increase their bench strength in the areas of rigorous analytics and creative design ideas.