COORDINATE ADVISORS

Families may have a number of advisers: lawyers, accountants, investment managers, bankers, and insurance brokers. We can help you leverage the benefits of your advisers through effective coordination, because we have a picture of your financial life that no one other adviser has. For example:

• Make sure your estate plan is reviewed and revised every few years, or when tax laws change

• Implement and monitor wealth transfer planning

• Create financial models to evaluate alternatives

• Communicate strategies to you and other family members

• Orchestrate insurance reviews (life, health, property, and casualty insurance) to make sure coverage is appropriate