When trying to understand what a holistic approach to wealth management includes, consider this: a survey of nearly 100 multi-family offices across the country identified 30 different services offered in the wealth management space. We have provided 26 of these 30 services to our clients in the last two years, some of which weren’t even offered by more than 90% of all offices surveyed. No matter your financial problem, we have probably seen it before and should be able to help you solve it.

We can answer the many questions physicians have about their financial future, such as:

  • Will you outlive your money?
  • How can you protect your assets from unjust seizure via litigation?
  • Will you have enough money to keep up with inflation and the rising cost of living?
  • Do you have the right tax planner on your side?
  • Are you paying unnecessary taxes?
  • Are you structuring your charitable contributions efficiently?
  • Are your assets titled properly in your estate plan?
  • Do you have the correct wills and trusts set up? Are your beneficiaries correct?
  • Will your family be protected if something happens to you?

These are just some of the important financial questions we can help answer. Contact us today for a second opinion to learn more.

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