Handling Special Situations in a Special Way
We have created additional tools, analysis and services, to augment our normal service line up, to address the special needs, opportunities and challenges of eight distinct categories of clients within the high and ultra-high net worth segments we serve. If you fall into any of these eight groups, we have additional processes, tools and resources to hep you.
Business Owner Track
How do you manage wealth when a substantial amount of your net worth and time is devoted to leading and managing one or more enterprises you own? You optimize your business(es) (traction, value, income and results) and you build and optimize your overall wealth at the same time. Our Business Owner Track is designed to help you focus on what you know and do best and be more well-rounded, supported and balanced via traditional wealth management strategies and tools. Think of our services as a perfect complement to what you are already doing.
Real Estate Owner Track
How do you manage wealth when a substantial amount of your net worth and time is devoted to various real estate deals you own and manage? You optimize your real estate wealth and you build and optimize your overall wealth at the same time. Our Real Estate Owner Track is designed to help you focus on what you know and do best and be more well-rounded, supported and balanced via traditional wealth management strategies and tools. Think of our services as a perfect complement to what you are already doing.
Business Owner Exit Track
We’ve helped many business owners prepare for, transition to and enjoy a life-changing liquidity event. There are actions to take 10-years out, 5-years out and certainly within a few years of a potential exit (business sale of some sort). We have the process, tools and contacts (with other specialists you will need) to create and execute a quality business exit plan and prepare you and your finances for a life-changing liquidity event.
C-Suite Executive Track
Whether you are in the C-suite of a large private or public company, we have the tools, process and expertise to help you make the most of your executive, incentive compensation, stock option, retirement and deferred compensation plans. This specialty track includes the nuances of maximizing your compensation benefits and building the right system, structure, support and disciplines to properly manage your wealth long term as benefits methodically convert to cash.
Stock Option Exercise Track
Is the sweat equity you took in lieu of cash compensation finally ready to pay off? Do you have incentive stock options (ISOs), nonqualified stock options (NQSOs), restricted stock units (RSUs) or other forms of ownership interests that are highly appreciated? Our Stock Option Exercise Track will help you sort through and figure out the best course of action to maximize results and reduce the substantial financial loss exposure you have with such concentrations. This is a perfect complement to our primary wealth and portfolio management services.
Life-Changing Liquidity Event Track
You are fortunate. You will or have experienced a life-changing liquidity event. How do you enjoy it? How do you invest and manage it? What are the Do’s and Don’ts? Once others hear about it (or heard about it) your phone will or has started ringing off the hook. How do you best think about it and respond to it in a highly controlled way? How do you avoid squandering it? How do you avoid bind spots and dead ends? We can help. We’ve been helping people in such situations for decades. We’ll help you sort this all out and really enjoy it.
Life Transition Track
We are highly tuned into the challenges and opportunities of life transition events and can help you. These events come in many forms. The death of a spouse, a divorce, a major career change, a business set-back, a health set-back, a life transition. Whatever it is, there often are financial ramifications that need to be sorted out. The question is, how will you respond? How can you gain the clarity, direction, confidence, and support you want and need as you heal, grieve and move on? We’ve helped many in such circumstances and would be honored to help you. Just call us and we will respond in a delicate and appropriate way as a trusted fiduciary (we legally have to do what is in your best interest) advisor.
Inherited Wealth Track
Over the years, we’ve helped many second and third generations receiving an inheritance do their very best with it. Whether it’s in a trust or received outright and whether you have complete or limited control, there are aspects to examine, sort out and make the most of. Our Inherited Wealth Track is designed to help you and perhaps your siblings (often times we can work with all siblings – some aspects as a group, some privately/individually). How do you become a Depletion-Resistant Wealth Steward? How do you become a Penalty-Resistant Investor? How do you avoid big mistakes? How do you upgrade your support? We’ve got you covered.
Want to Discuss Your Situation?
A simple conversation with one of our advisors may help you best sort out your needs and next steps. We’d be happy to confidentially chat with you. Just let us know when you are ready.
Call Now: 303-721-7000. Or submit request: