it doesn’t undermine your most trusted advisor status, it cements it.
by anthony glomski
your $5 million high-net-worth practice
by now, you’ve gained a solid understanding of the many financial issues and challenges that your clients face, especially entrepreneurs who may be approaching a liquidity event. what’s more, you have seen the process that goes into addressing those challenges in a manner that coordinates each client’s entire financial life – from their investments through their broader non-investment issues. it’s not just about their taxes and their company’s financial statements.
more: why a virtual family office? why now? | maximize your client’s charitable giving | estate plans: can you ask clients these eight questions? | when clients don’t listen | do you know your client’s total picture?
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as you seek to implement solutions in these areas, consider all the tasks that must be accomplished in order to maximize the probability of achieving what is most important to your clients and their families. among other responsibilities, it is essential to do the following seven steps:
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