Caretaker

After the passing of her father, a daughter wanted to ensure her mother received the best financial support and guidance possible. Since her father had been the one in charge of her parents’ finances, the daughter wanted to ensure her parent’s life-long, hard earned wealth of $5.3m would be secure and specifically managed to support her mother’s changing needs.

With our independent and comprehensive approach, we were able to consolidate several accounts to simplify her mother’s finances and needs, while producing a tax efficient income strategy. We were also able to substantially reduced her costs, as their previous accounts were being charged unnecessarily high fees.

We introduced her to an estate planning attorney who also helped simplify her estate planning needs and further protect the existing assets for generations to come.

The daughter and mother now have an independent, fiduciary advisor they can count on to service their family’s evolving needs.