We first review your assets and current insurance plan, we then identify the means and coverage, formulating a legal framework, and then proceed to implementation of the resulting strategy, targeting optimal reconciliation between your value and your needs. As we move through all these processes, we distinguish appropriate directions of retirement strategies without overlooking the main plan, which is to ensure that your family and your wealth are adequately protected.
In the hand of our financial experts, debt can be a helpful tool to incorporate in your portfolio structure because it can substantially address diversification needs. Our job is to listen and identify the appropriate level and type of debt for you. Either you express preference towards minimizing or avoiding debt, or you feel comfortable utilizing it strategically, we give careful consideration to each type of debt in view of its purpose, which can vary from repayment terms to tax benefits. By taking this path we can determine with highest accuracy the level of necessity and applicability of debt in your overall plan.
For our clients, our strategies provide benefits beyond the pragmatic mathematics of “what you put in and what you get out” philosophy. In our view, your investment portfolio is one of the principal means of achieving your vision for the future. This is the reason why we advance a sophisticated approach that will secure and grow your assets. We start by performing a portfolio assessment of your current assets, risks and expenses. Our methodology focuses on identifying the proper risk and return balance for effective diversification, eliminating excess cost, complementing your tax-reduction plan and incorporating adequate liquidity and cash flow tools to meet your expectations.
Business & Succession Planning
Business planning and succession planning are important in maximizing the value of your business. Careful planning and attention to detail are crucial when you are transitioning to a new phase in your life. In order to provide the best strategy and operational assistance, in respect of selling or transitioning your business, we review your financial, tax, insurance, family, and legal aspects as we explore of various scenarios and opportunities.
Through hard-work and persistence you have accumulated wealth and now you have the possibility to share it with organizations that support your values. Donating for a noble cause gives you the chance to contribute in making the world a better place, as even the smallest philanthropic gesture can have a positive impact on those in need. We design your charitable strategy in accordance with what you have expressed as being important to you and your family, and we aim to provide a plan that addresses all set-forth goals while also providing income tax benefits. We review charitable strategies that can be leveraged to help you optimize non-charitable goals.