FAMILY-BUSINESS TECHNICAL TOPICS
Your Professional Advisory Team
For 90-minutes before each Family-Business Consultation, your Professional Advisory Team—comprised of your legal, tax, and financial advisors—will present overviews on various technical topics important to life and business.
Hearing topics discussed by your multi-disciplinary, professional advisory team will give you greater insight as to how each expert brings a unique perspective and ‘piece of the puzzle’ to formulating optimal outcomes based on your unique needs and objectives. This learning experience will re-enforce the vital importance and necessity for your advisors to work as a collaborative team.
"I want to leave enough money for my kids to do anything they want, but not afford to do nothing." - Warren Buffett
"Surplus wealth is a sacred trust which its possessor is bound to administer in his lifetime for the good of the community." - Andrew Carnegie