A big week over there! Congrats on aiding your clients in so many diverse ways.
Over the past 12 months, we are proud of the diverse and specialized work we have done on behalf of our clients. Some of the projects include: °Helping a client negotiate her buyout and severance from her company prior to an amicable exit. °Coaching three clients through successful divorce settlements (two mediations and one trial). °Helping a client negotiate a more lucrative employment package before accepting his new position. °Creating a tax-efficient and impactful philanthropic giving strategy for three of our high-net-worth clients. °Prepping a client for a smooth retirement, the simultaneous sale of their family home, and a move to New York City to begin a completely new lifestyle! °Helping a client plan for end-of-life care, update the estate plan, and restructure ownership of assets for a family member on hospice. °Working closely with a client during the passing of her mother, settling the estate, and rebuilding a financial plan to help her confidently steward her new inheritance. °Helping two clients successfully vet buyers, review buyout options, and ultimately sell their companies this past year. Through these big events, we’ve helped our clients navigate some of life’s transitions and empowered them to implement significant changes with confidence. We are grateful to be part of their journeys and look forward to helping more individuals and families achieve their financial goals in 2025! Is there a big event you are planning for or pondering in the new year? How can we help get you prepared? CRN202711-7524962