Wealth Planning,
Advice and Counsel
Planning and managing wealth can be a bit complex.
Managing your wealth successfully may require dedicated resources, specialized tools, and professionals with both depth and breadth of field. We serve as a dedicated advisor to help meet our clients’ wealth management needs in deeper, more focused and more helpful relationships.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
CONSIDER EVERYTHING
Wealth Planning, Advice and Counsel
Planning and managing personal wealth can be a bit complex.
Managing your wealth successfully may require dedicated resources, specialized tools, and professionals with both depth and breadth of field. We serve as a dedicated advisor to help meet our clients’ wealth management needs in deeper, more focused and more helpful relationships.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Wealth management
designed to maximize your life.
Plan, build and protect your family wealth.
We are prepared to be your first call.
Wealth Planning, Advice and Counsel | How we create value for you.
Wealth Planning,
Advice and Counsel
How we create value for you.
We are prepared to be your first call.
The beginning is the most important part of the work.
Family Financial Discussions
We help you articulate your vision, perhaps beyond what you thought possible, and set realistic and achievable objectives with you. We help you create the liberty to plan the future you see for yourself. The beginning is the most important part of the work and it starts with discussions of your history, experiences, anxieties, points of view and your aspirations.
Build a firm foundation for what’s needed.
Personal Wealth Education
We help you develop a firm foundation in the essentials of the financial markets in which you will need to invest to accomplish your goals and objectives. We work with you to ensure you don’t underestimate the ravages of inflation, recurring one-time expenses and taxes. We help you avoid market noise and camouflaging distractions and keep you focused on key issues.
Describe your achievements in advance.
Wealth Management Plan
We help you create your personalized wealth management plan that describes and targets the roadmap for the achievements you seek. Within your family, needs are different and reasons for prosperity differ, so the roads may wind in a variety of directions. It’s important to take the time to see beyond the moment and develop your longer term vision.
Nothing else will matter if you don’t get this right.
Saving and Investment Plan
We help you create a tax-optimized saving plan to help you build and maintain diversified portfolios of investments. We help you meet your planned income and cash needs, invest for asset growth, avoid unrewarded risks and control your tax and investing costs. Our goal is to help you build the long-term wealth that will help you meet your lifelong goals.
Plan for the replacement of your earned income.
Exit and Retirement Plan
We help prepare a retirement plan with informative studies that help you see if your retirement savings and investment strategies are on track to successfully support you for 30-40 years in retirement. Our studies project cash flow, inflation, health care costs, tax forecasts, Social Security optimizations, and pension and retirement plan distribution analyses.
Plan for someone you may know now or tomorrow.
Special Needs Plan
We help you prepare plans for family members with special needs. About 10% of Americans report difficulties with independent living because of cognitive, physical, mental or emotional problems. Family members with special needs tend to earn less and have specialized expenses. Many disabilities are more common and advance among older age groups.
Plan for life’s unexpected twists and turns.
Incapacity Plan
We help you take precautionary measures for the possibility of unexpectedly becoming temporarily or permanently incapacitated due to debilitating health conditions, unexpected accidents, and other unforeseen circumstances. We help create the plan to manage financial and health matters and responsibilities to others due to and during periods of incapacity.
Prepare your plan to care for your family.
Trust and Estate Plan
We help you address key issues to help you more successfully protect, transfer, and manage your wealth from one generation to the next. We help you establish the commitments and processes of your estate plan that can help minimize wealth transfer failures, emotional disappointments and unwelcomed dissipation of hard-earned savings and earlier investment success.
Look into the future and extend your capacity.
Philanthropic and Legacy Plan
We help you reach beyond your children to help your posterity and society with your wealth. We help you identify and address issues in your family and society that you would like to help resolve with structured legacy and philanthropic planning using your income, principal or both, during and after your lifetime.
It's just part of what we do.
CONSIDER EVERYTHING
Wealth Planning, Advice and Counsel
01
Planning and managing personal wealth can be a complex business endeavor requiring dedicated resources, specialized tools, and professionals with both depth and breadth of field. We serve as a dedicated advisor to help meet our clients’ wealth management needs in deeper, more focused and more helpful relationships. We are prepared to be your first call.
It's just part of what we do.
CONSIDER EVERYTHING
Client Advisor Team Development
02
No one feels fully prepared when stepping into the endeavor of becoming the CEO of their wealth for the first time. It is a workspace of multiple disciplines in multiple dimensions. We are C-Suite professionals purpose-focused to help you gain the benefits from working with a professional inter-disciplinary wealth management team. We are educated, trained and experienced for this work.
It's just part of what we do.
CONSIDER EVERYTHING
Investment Management
03
If you don't get this right, nothing else matters. Precious few plans will succeed without saving and long-term, after-tax compounding of your investment returns. We help position your investments and accounts to benefit from after-tax, risk-managed, long-term wealth compounding. We tailor and manage separate accounts of individual securities diversified for each client.
It's just part of what we do.
CONSIDER EVERYTHING
Tax Planning and Strategy
04
The number of tax regimes we are all faced with is mind-boggling. We help address the computational complexity of multiple layers of taxation. We help you consider how to best structure the investments you make and your exit strategy before you commit capital. We help you improve your asset location strategies to minimize your tax costs and improve your overall tax efficiency and effectiveness.
It's just part of what we do.
CONSIDER EVERYTHING
Exit and Retirement Planning
05
Whether you’re preparing to sell or transfer your ownership in your largest asset – your privately held business, or you’re preparing for retirement from your career, we help you develop your vision for what’s next. We help you maximize value to you, minimize your taxes in transition and retirement and plan and schedule the cash flow you’ll need. We help you paint the picture and curate your plan.
It's just part of what we do.
CONSIDER EVERYTHING
Risk Survey and Insurance Planning
06
Risk and insurance touches every aspect of personal and business life. Risks to your life, health, property, livelihood and ability to work, profession, personal data . . . life is full of risks. Insurance helps keep you whole when bad things occasionally happen. We don’t sell insurance. We help develop, organize and manage your risk matrix and protection strategies.
It's just part of what we do.
CONSIDER EVERYTHING
Budget and Saving Management
07
You will either need to save from the money you earn, the money you inherit, or possibly both, and invest to replace your earned income. Some of us will be fortunate enough to inherit, but most of us will need to save from the money we earn and invest it for the day when we wish to stop working or are no longer able to work. We help you track and manage your expenses and achieve your saving goals.
It's just part of what we do.
CONSIDER EVERYTHING
Cash and Liquidity Management
08
Active cash management and credit facilities support stable and healthy cash flow management. We help you maintain control over lumpy or mismatched timing of cash flows, unexpected cash flow reductions or losses, or the headwinds of unexpected or increased expenditures. We help you manage cash and liquidity to meet your financial obligations and improve your financial efficiency.
It's just part of what we do.
CONSIDER EVERYTHING
Trust and Estate Planning
09
Planning for the protection of you and your family in all phases of your life and the successful transfer of your estate helps contribute to the legacy of your life’s work. Without a plan, you expose you and your family to unnecessary risks and forfeit protections and opportunities for more desirable outcomes. We help you express and protect your wishes and protect you and your family from less desirable outcomes.
It's just part of what we do.
CONSIDER EVERYTHING
Philanthropic and Legacy Planning
10
Philanthropic and legacy planning helps enable you to expand your estate planning effort with a mosaic of values, meaning, guidance, purpose and responsibility for your posterity and matters that are of lasting importance to you. We help you plan and express your philanthropic intent while minimizing administrative complexity. We help you manage your philanthropic investments and commitments.
It's just part of what we do.
CONSIDER EVERYTHING
Wealth Planning,
Advice and Counsel
01
Planning and managing personal wealth can be a complex business endeavor requiring dedicated resources, specialized tools, and professionals with both depth and breadth of field. We serve as a dedicated advisor to help meet our clients’ wealth management needs in deeper, more focused and more helpful relationships. We are prepared to be your first call.
Client Advisor
Team Development
02
No one feels fully prepared when stepping into the endeavor of becoming the CEO of their wealth for the first time. It is a workspace of multiple disciplines in multiple dimensions. We are C-Suite professionals purpose-focused to help you gain the benefits from working with a professional inter-disciplinary wealth management team. We are educated, trained and experienced for this work.
Investment
Management
03
If you don't get this right, nothing else matters. Precious few plans will succeed without saving and long-term, after-tax compounding of your investment returns. We help position your investments and accounts to benefit from after-tax, risk-managed, long-term wealth compounding. We tailor and manage separate accounts of individual securities diversified for each client.
Tax Planning
and Strategy
04
The number of tax regimes we are all faced with is mind-boggling. We help address the computational complexity of multiple layers of taxation. We help you consider how to best structure the investments you make and your exit strategy before you commit capital. We help you improve your asset location strategies to minimize your tax costs and improve your overall tax efficiency and effectiveness.
Exit and
Retirement Planning
05
Whether you’re preparing to sell or transfer your ownership in your largest asset – your privately held business, or you’re preparing for retirement from your career, we help you develop your vision for what’s next. We help you maximize value to you, minimize your taxes in transition and retirement and plan and schedule the cash flow you’ll need. We help you paint the picture and curate your plan.
Risk Survey and
Insurance Planning
06
Risk and insurance touches every aspect of personal and business life. Risks to your life, health, property, livelihood and ability to work, profession, personal data . . . life is full of risks. Insurance helps keep you whole when bad things occasionally happen. We don’t sell insurance. We help develop, organize and manage your risk matrix and protection strategies.
Budget and Saving
Management
07
You will either need to save from the money you earn, the money you inherit, or possibly both, and invest to replace your earned income. Some of us will be fortunate enough to inherit, but most of us will need to save from the money we earn and invest it for the day when we wish to stop working or are no longer able to work. We help you track and manage your expenses and achieve your saving goals.
Cash and Liquidity
Management
08
Active cash management and credit facilities support stable and healthy cash flow management. We help you maintain control over lumpy or mismatched timing of cash flows, unexpected cash flow reductions or losses, or the headwinds of unexpected or increased expenditures. We help you manage cash and liquidity to meet your financial obligations and improve your financial efficiency.
Trust and Estate
Planning
09
Planning for the protection of you and your family in all phases of your life and the successful transfer of your estate helps contribute to the legacy of your life’s work. Without a plan, you expose you and your family to unnecessary risks and forfeit protections and opportunities for more desirable outcomes. We help you express and protect your wishes and protect you and your family from less desirable outcomes.
Philanthropic and
Legacy Planning
10
Philanthropic and legacy planning helps enable you to expand your estate planning effort with a mosaic of values, meaning, guidance, purpose and responsibility for your posterity and matters that are of lasting importance to you. We help you plan and express your philanthropic intent while minimizing administrative complexity. We help you manage your philanthropic investments and commitments.
It's just part of what we do.
INTER-DISCIPLINARY TEAM
How We Do It
We position you as the CEO for your capital.
It’s your capital, so we position you as the highest-ranking member of your wealth management team, responsible for setting the agenda and delegating responsibilities to C-Suite professionals.
The best CEOs recruit and hire proven, accomplished C-Suite professionals.
Our C-Suite professionals join your team.
We are professionals whose titles begin with C, meaning the “chiefs” who get things done.
This is the group of people with the most important roles to help you as CEO.
We have decades of deep experience advising wealthy families with complex financial needs.
Together, we focus on your desired results.
We help you get your capital working intelligently for you.
