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"From His Unique
Perspective A Coxswain Sees the River Ahead, His Own Crew, And All
the Other Boats In The Race." |
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At
Prowell Financial Management, we summarize each family's entire
wealth transfer picture and its many parts, all on one page. One
side shows what's exposed to estate tax, the other side what the
client has been able to shelter. To assure that our picture is
accurate, we first review all wills, trusts, and ownership
agreements, and categorize personal assets.
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Our
Tailored Approach - Planning for the Future, Beginning Today
As a high net worth family, you can have
more control over what happens to your estate if you take steps now
to see that your wishes will be carried out accordingly. Prior to
achieving that, however, you need a clear picture of where you are
presently.
As your advisor, we will first conduct an estate planning audit -
an extensive look back at what you have already done. Every business
family has things that have fallen through the cracks. These might
include gifts made to trusts but not reported (creating possible tax
penalties), or changes in corporate structure that unknowingly
result in favorable treatment of some family members over others. We
like to uncover them all - fix them, if needed - before we look
forward.
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