In our experience, if it takes 100% of a data set to fully and truly formulate the problem, many approaches stop at 50 to 70%. In contrast, we find the magic and nuance usually reveal themselves in what we call, The Last 10%.
Care to KnowTM Planning serves families and business owners at two layers. First, it helps their existing trusted advisors expand the landscape of perspective to include disciplines and strategies outside of their core practice areas. Secondly, it allows families to see the complete breadth of their opportunities and challenges, thereby finding the magic and nuance in The Last 10%.
Unusual for a law firm, our model establishes and manages deadlines and timelines for the initial planning engagements, and for our ongoing maintenance work, over the lifetime of the people and the strategies at hand.
Our Unique Process
I.
Review
Engagement
II.
Design
Engagement
III.
Implementation
Engagement
IV.
Family Counselor
Programs
Traditional Tax and/or Business Planning
Most of the successful families and business owners we work with have assets and complexity that require the timing, combining, and sequencing of an advanced wealth strategies plan. However, some of our mass affluent clients whose assets are under $20Million, would benefit from Traditional Tax and/or Business Planning for:
- A large singular tax event,
- High income earnings, or
- An emerging, successful business.
We are happy to serve those clients through our Wealth Strategies Department, using an abbreviated version of Our Unique Process of Review and Design for a reduced project fee (plus implementation).
A place to think diagram
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Asset Motives
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A place to think book
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