Coordination Across Your Entire Financial Life
A best practices approach to helping you make the right financial decisions for yourself, your family or your business often includes a range of financial professionals working together and bringing the specialized knowledge and skills you seek. That’s why we believe that proactive and open communication with your tax and legal professionals can be critical in helping you pursue your legacy goals. Clear communication between your professional partners is the only way to help ensure your tax, estate and investment planning needs are aligned with your objectives.
We are happy to work with your existing team of attorneys or tax advisors to coordinate strategies. For your convenience, we can also provide you with referrals to the outside professionals (CPAs, attorneys) we work with on a regular basis.
- We work with our clients’ CPAs and attorneys to help ensure important financial decisions are not being made in a silo.
- We can help facilitate year-end tax planning with your CPA and also provide Realized Gain/Loss reports along with other information they may need.
- We work with our clients’ attorneys to help ensure investment accounts are set up properly to reflect any new estate issues (formation of a trust) or changes that may require updating, including beneficiary designations or other information.