plus a few more specialists for occasional circumstances.
by anthony glomski
entrepreneurs and other successful people typically have complex and varied financial needs. the most successful among them typically work with five key professionals on a regular basis (see below). these are the experts who have the capabilities to solve the majority of the investment and advanced planning issues your clients are likely to face as they pursue the next stage of their lives:
more: why you need a team of experts | why a virtual family office? why now? | is your client’s umbrella big enough? | your client’s instincts are wrong | preserving wealth is a different mindset | three approaches to investment consulting
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- wealth manager
- private client lawyer
- accountant/cpa firm – ideally, a firm large enough to have multiple partners and a deep bench
- life insurance specialist, who is knowledgeable about current estate tax mitigation strategies
- property and casualty specialist
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