Strategic Partnerships

For individuals...

Partnering to coordinate strategies across your entire financial life
We believe that proactive and open communication with your tax and legal professionals is critical to helping you meet your financial goals. Clear communication between your professional partners is one of the best ways to make sure your tax, estate and investment planning needs are fully aligned with your objectives.

For your convenience, we can coordinate the activities of these professionals to guide you along the appropriate financial path as we develop your strategy or whenever your circumstances change.

• We work with our clients' CPAs and attorneys on a regular basis to help ensure clear communication and coordination of advice among your professional advisors.
  
• We can help facilitate year-end tax planning with your CPA and also provide Realized Gain/Loss reports along with other information they may need.
  
• We work with our clients' attorneys to ensure investment accounts are set up properly to reflect any new estate issues (formation of a trust) or changes that may require updating, including beneficiary designations or other information.

For businesses...