Attorneys, CPAs, & Trusted Advisors
Empowering your practice to enhance client success.
WORKING WITH US
OUR LEGACY OF COLLABORATION
For over 50 years, supporting trusted advisors has been at the core of our mission. We seamlessly integrate with your practice, offering a depth of knowledge that complements your client relationships. Our knowledge spans complex planning, tax-smart investments, and advanced estate strategies, ensuring your high-net-worth clients receive comprehensive and sophisticated solutions.
EXPANDING YOUR REACH
Attorneys
We partner with legal professionals practicing in estate law, business succession, structured settlements, and family law, providing robust financial solutions that align with their clients' intricate legal frameworks. Our collaborative approach ensures a holistic strategy for wealth preservation and transfer.
Tax Advisors
For CPAs and tax consultants, we offer strategies designed to optimize tax efficiency across investments, estates, and philanthropic endeavors. Our goal is to minimize liabilities while maximizing growth, always in concert with your client's overall tax plan.
OUR PROCESS
STRUCTURED SETTLED ROADMAP
Guiding clients through the settlement process with clarity, coordination, and confidence.
1. Introduction to the Case
- Quick call or email introduction between the attorney, client, and financial professional
- Review case details and establish communication between all parties
- Align on objectives, roles, and expected outcomes
2. Introductory Meeting with Client
- Listen to what is important to the client, their family, and long-term goals
- Understand personal and financial circumstances
- Introduce our process, philosophy, and planning approach
3. Unifying Settlement Funds into Financial Plan
- Evaluate immediate needs such as paying off debt or outstanding bills
- Identify short-term liquidity requirements
- Shape your long-term financial future through structured planning
4. Implementation
- Oversee all outstanding documentation with the legal team and court
- Implement personalized financial plan and investment strategy
- Coordinate communication among attorney, settlement team, and advisors
Specialized Solutions for Complex Needs
High-net-worth clients often require more than standard financial products. We delve into niche areas to deliver truly customized solutions that address their unique challenges and aspirations, from multi-generational wealth transfer to sophisticated risk management.
Tax-Smart Investment Management
Optimizing returns while minimizing tax burdens is paramount. We employ advanced strategies like tax-loss harvesting, asset location, and charitable giving techniques to enhance after-tax wealth accumulation for your clients, aligning with their overall financial goals.
P3 Program
PATH TO PARTNERSHIP: THE PROFESSIONAL PARTNER PROGRAM
The P3 program is designed to facilitate and support high integrity Financial Advisors and their Professional relationships, such as CPAs, Attorneys, Independent Planners, and more. The program leverages regulatory rules that allow Professionals to participate in Advisory Fees without the need for Exams and Continuing Education that is required by some national programs.
Advanced Estate Planning Strategies Unbiased Validation & Evaluation
Navigating the complexities of estate planning requires foresight and knowledge. We collaborate on strategies that help minimize estate taxes, ensure smooth asset distribution, and facilitate philanthropic objectives, preserving wealth for future generations. This includes trusts, foundations, and family governance structures.
Trust Structures
Crafting tailored trusts for asset protection and distribution.
Family Governance
Establishing frameworks for multi-generational wealth management.
Philanthropic Solutions
Integrating charitable giving into comprehensive estate plans.
Your Clients, Our Knowledge: A Powerful Partnership
We are dedicated to being an invaluable extension of your team, providing the specialized knowledge and execution capabilities that elevate your client services. Let's work together to achieve optimal outcomes for your high-net-worth clients, solidifying their financial legacies.