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"Orchestra members
make beautiful music individually, but it is the conductor that
brings them all together."
At Prowell Financial Management, we coordinate the creation of
wills, trusts, and company ownership agreements by both personal and
corporate attorneys, as well as the reporting to your CPA of gifts
to family trusts. We also arrange for business valuations when
needed.
Bridging the Gap Between Business and
Personal
At Prowell Financial Management, we have worked for two decades with
several of the nation's largest family-run businesses, their family
offices, and advisors. Given the opportunity, we can bring that
experience to the table for you.
We know what's required of the
advisors you rely on - for legal, accounting, business valuation,
and insurance issues. We speak the language of all those
professionals, and because we do, we can coordinate their activities
seamlessly.
For example, changes in company ownership often require updates
to family wills and trusts. Only someone who understands your whole
financial landscape can orchestrate such moves correctly. Close
coordination is one of our hallmarks, and something you will
appreciate no matter what responsibilities you place in our care.
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