Lifestyle Management
While the creator of the wealth is very savvy in business operations, he or she often lacks the resources to conduct successful due diligence when investing outside his or her expertise. Many people turn to national banking, insurance, or brokerage firms with consulting teams to address that need. The challenge with this approach is the inherent conflict these organizations have regarding product recommendations, and an unwillingness to analyze their compatibility with the separate business holdings of the investor.
Our role
Making the connections
We provide present and forward cash flow modeling, utilizing our proprietary investment return analysis and various portfolio distribution scenarios. Our projections account for wealth transfer events, both voluntary and those resulting from mortality. We give leadership in modeling future family organization structures to assist stakeholders with realistic, long-term budget planning.