Simplifying the Chaos of Wealth for Successful Entrepreneurs

 
 
Do You Excel In Creating Wealth But Fail Miserably When It Comes to Managing It?
 
Let's face it, most successful entrepreneurs know how to run their business and acquire significant wealth, but this does not mean they have necessarily learned how to navigate all the complex tax laws and estate management strategies to optimize their wealth.
 
If successful entrepreneurs were experts at that, they simply would not have the time to take their business where they want it to go. Most successful entrepreneurs have learned very early on the importance of focusing on their own individual abilities and outsourcing responsibilties that are not their strengths to more knowledgable professionals.
 
You know darn well there is no limit to the number of people who would just love to manage your hard earned assets. The problem is that there are very few that will invest the time to learn and understand your wants, desires and needs before they make reccommendations for your hard earned income.
 
Successful entrepreneurs need to balance their competing needs for tax efficiency vs. asset protection vs. immediate access to money for consumption and business opportunities.
 
What Are The Minefields You Need to Avoid to Leverage Your Legacy?
 
There are so many moving parts in wealth management, it is very easy to become overwhelmed and confused.
 
Typically there are unique family and business dynamics that are impeding the process of wealth and business transfer decisions; its not that simple to successfully navigate through these minefields.
 
You are passionate about your life's work and want someone who can help you leverage your ability to make a difference for your family or to permanently change the world. It simply is not easy creating a legacy that is concrete, clear and impactful.
 
You need someone to help minimize your struggles with business infrastructure to keep your current businesses healthy and profitable while you pursue other interests, business or pleasure.
 
You want to avoid having accounts everywhere and dont have the patience or desire to keep track of all the different accounts, entities and trusts, their respective rules, and coordinating all the people managing them.
 
How Do You Find the RIGHT Wealth Advisor?
 
It simply is impossible to make the appropriate recommendation without thouroghly understanding your views.
 
Whomever you find to assist you in managing the hard earned wealth you have created, you want to make sure they spend enough time getting to know you and understanding your specific and unique circumstances, vision and personality.
 
In our office, we spend 90 minutes with you every two weeks for six to eight months to unravel all the complexities of your wealth challenges so we can develop a customized and tailored solution for you.
 
Not Everyone Is Accepted As A Client.
 
Alison has a practice that is referral only, she has no ads. If you find your way to her, it is probably from someone she has already served well. But that is no guarantee she will accept you as a client, she only accepts about 15% of the people that are referred to her, she has many high net-worth clients and a number of them are the ultra-affluent and high profile. 
 
The "fit" has to be "right" with regard to what the client needs from Alison, their style of communication and what the role is that they need Alison to play in their lives. Alison has fun working with clients that think big, make things happen and trust their gut instincts.
 
Alison must be extremely selective because her process and the intensity of her client relationships are so in depth that it requires a tremendous amount of time and resources on her part to meet the ever changing needs of her clients. Her clients have a lot at stake, a lot going on and need a lot of constructive and personalized attention, systems and resources to make it all work...to simplify the chaos of wealth.
 
Making Things Happen.
 
  
Initiating Contact
 
Before any mutual commitment to engage Alison’s services, you spend time having genuine dialogue with Alison regarding the people and passions closest to you, what drives you (makes you “tick”) and the impact or mark you want to make during and after your lifetime.
 
Engagement
 
Alison extracts from this dialogue the areas to focus planning and summarizes the tasks at hand to get started. This way everyone is on the same page regarding the scope of the engagement. Upon confirmation that we are on the same page and our styles work for each other, Alison determines the annual engagement retainer fee (usually not in excess of $40K per year) and the process begins!!! So hang on, dig in and let the fun begin!

 

"Brain Dump" and Design
 
Upon receipt of the planning retainer, Alison’s staff will schedule the next 12 client meetings, approximately every other week (at least 2 times per month) to “turn over” each stone of possibility for exploration and understanding. We consider where you want to go, who you want to take with you and who you want to leave behind, what you want to accomplish and what you don’t, what we have to work with and what you are willing to do to make things happen. We “figuratively” break down all the parts of your current plan, evaluate and discuss the pro and cons as they relate to the objectives at hand (liquidity, asset protections, estate transfer, wealth preservation, entity exit strategies, etc) of each component and then orchestrate all the moving parts so you can take action in the areas you choose, with whom you choose.
 
Go For It!
 
Make things happen. Alison is very action and results oriented. Clients implementing their plans with Alison have her as the quarterback to the process. She is direct, bold and understands a client's unique planning tolerance to then facilitate all the moving parts of the implementation to help SIMPLIFY THE CHAOS OF WEALTH so the client is free to be who they are!