Successful business owners and affluent families work with expert advisors to protect their assets and plan for their legacy. Often times, however, they fail to make connections between their advisors. This results in many professionals looking just at their portion of a business or estate plan, rather than collaborating about the bigger picture.
As with most teams, the Value of the Team is Greater than the Sum of the individuals.
To provide value to our clients and clients of our colleagues, we are introducing our 365 Collaborative Planning Process to our business partners. Our process provides information about our firm and the services we provide along with the process we use to ensure quality client engagement.
Rather than formal meetings, Tony will be hosting informal monthly gatherings from 5 – 7pm. The purpose is connection, community and collaboration. Stay tuned for your invitation to our January event.
The information contained on this web page is general by its nature. For that reason, no one should take any action based on the information contained in this webpage until having consulted a competent professional advisor or advisors. Nothing contained in this web page was intended or written to be used, can be used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoiding penalties under the Internal Revenue Code. No information contained on this webpage relating to any federal tax matter may be used by any person to support the promotion or marketing or to recommend any federal tax matter. Taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor with respect to any federal tax transaction or matter described on this webpage.
It would be our pleasure to discuss your business and estate planning needs.
For more information or to schedule an appointment, please complete the following, call or email us today.
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