TAKE OWNERSHIP OF YOUR FULL
So many of our clients own bits and pieces of their financial picture, yet few see the full picture clearly, nor can they summon it on demand without the help and collaboration of a team of people. For our international and expatriate clients, this issue is further compounded when disparate pieces of the picture are scattered all over the world.
By engaging you in a structured process, using the help of our resident subject matter experts and in collaboration with your existing advisors, we will help you to finally take ownership of your full financial picture.
Our service offering for business owners addresses the common and complex issues faced by this constituency. We assist entrepreneurs with exit strategies and succession planning, buy-sell agreements and funding, estate planning, retirement planning for owners and employees, executive compensation plans and other recruiting and retention tools, as well as risk management solutions.
Our service offering for executives includes retirement planning, estate tax analysis and funding, risk management, investment services and individual financial planning. Clients benefit from our deep knowledge on strategies to protect and transfer wealth, diversify portfolios and manage employee stock options.
We consider our work in the area of planning needs of foreign-born executives and business owners a specialty of our firm. Many of our clients are unfamiliar with U.S. laws and the impact of federal regulations on their personal finances. We serve a diverse clientele throughout the United States, Latin America, Europe and Asia. Clients benefit from our deep knowledge of this area, as well as that of our top-notch extended team that offers insights into topics ranging from international taxation to stock options to protecting and transferring wealth.
FOR ATTORNEYS & PHYSICIANS
Our extensive experience with legal & medical professionals includes working with clients from the outset of their careers to those that own and manage their own law firms & medical practices. Our service offering for professionals includes retirement planning, estate tax analysis and funding, risk management, investment services and individual financial planning. Clients benefit from our deep knowledge on strategies to protect and transfer wealth, and diversify portfolios. For our clients with their own firms & practices we assist them with exit strategies and succession planning, buy-sell agreements and funding, estate planning, retirement planning for owners and employees, carve-out compensation plans and other recruiting and retention tools, as well as risk management solutions.
Athletes require a special and unique approach to financial planning. Most career paths have gradually increasing pay structures with people earning significantly more at the end of their careers than at the beginning. For most athletes, this trend is reversed. Couple this with other factors like pressures from family and society or lack of financial knowledge, maturity, & experience due to age and one begins to understand how and why athletes often receive negative publicity regarding the management of their personal finances. We choose to work only with the athletes who “get it” and are determined to make wise financial choices early in their careers which will provide for themselves and their family their entire lives. Through comprehensive financial planning with an emphasis on cash flow management early in our clients careers our clients distance themselves from their peers and have the ability to care for their families the way they want to for life.
see a full list of our services
Our talented team is multicultural and multilingual, to help meet the needs of our global clientele. We encourage you to learn more about us here, and we look forward to meeting you in person.
Partner, Financial Planning and Operations
Partner, Business Development
Ivan M. Illan
Partner, Investment Management