A Unique Service
How is our Confidential Second Opinion Service different from anything you’ve experienced before?
First, we focus on you and your family’s goals and objectives using two of our unique tools to help you get laser focused on what’s most important to you.
Second, we look at your entire wealth…your estate plan, income taxes, financial independence and future cash flows, your business and of course, your investments;
Finally, after we have gone through all of your documents and really have a firm grasp on your overall situation in its current state we’ll present you with ALL of our observations about your situation…. both verbally and in a detailed written report that details our observations in each of the areas of your wealth.
Our Second Opinion Service is 100% Confidential and Complimentary
Yes, our team will focus on understanding your family’s full estate and financial situation by analyzing all of your wealth, and there is no cost to you.
It’s completely independent of your present advisory team so you will receive an objective, “tell it like it is”, unbiased report.
Keep in mind, because we provide personal, 1-on-1 service, we can only work with a limited number of families at a time, so make your appointment soon.
Perfect for the Successful Family
One thing you need to understand is that this service is NOT for everyone. For example, my team of family wealth advisors typically serves families with a net worth of $3 million and up, and the family business has annual revenues over $5,000,000 per year.