Objective 5: Overcome frustrations expressed by wealthy families

Having served dozens of families with significant wealth, we have encountered numerous concerns & issues among families relating to the planning process.

These factors have been part of the impetus behind the philosophy & methodology that differentiate us from the other wealth planning resources.

As you evaluate your existing plan & team of advisors, consider the following issues encountered by others:

  • Many wealthy individuals express frustration over the conflicting recommendations received from their team of advisors, including the CPA, lawyer, insurance agent, stockbroker, private banker & charitable planner.
  • A frequently asked question is, “How do I unite my planning team around a plan focused on my purpose & objectives?”
  • Some say that planning process is painfully long, sometimes dragging on for months or even years without finalization.
  • Others complain about receiving planning recommendations & products that seems too expensive, too risky, too complex, or are otherwise inconsistent with their objectives & issues that are concern them the most.
  • Many are confused after reviewing a thick planning document that fails to summarize or translate projected planning results into clear concise balance sheets & income statements.
  • Others wonder about the effectiveness of planning because they are not given the means to track the impact of their advisor’s recommendations.