Through our process, Wealth with Purpose , we help clients crystallize their lifetime goals and ensure their strategies, plans, and professional advisor team are all aligned.
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PROCESS & SERVICES
We provide comprehensive guidance addressing the following areas of wealth-planning: asset protection, tax planning, estate planning, investment management, retirement planning, cash flow planning, family business succession, business exit planning, risk management, charitable planning, and family financial succession. We combine both internal and external resources, delivered through one over-arching process.
Wealth With Purpose involves five key stages:
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Comprehensively evaluate current financial position – business, tax, legal, financial, and insurance
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Analyze cash flow
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Define business, lifestyle, legacy, and family continuity goals
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Provide personalized education on
strategies and options
EVALUATE, DEFINE, & EDUCATE
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DETERMINE SYNERGY & VALUE
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Discuss goals and current asset positioning
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Understand planning gaps and opportunities
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Determine right fit relationship and flat-fee engagement
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COLLABORATE, DESIGN & COMMUNICATE
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Collaborate with tax and legal advisors on strategy
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Design a Family Wealth Blueprint™
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Confirm and align strategies
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IMPLEMENTATION & COORDINATION
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Create action plan
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Coordinate execution
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Implement changes
5
REVIEW & TRACK
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Build AltruVista Wealth Center – virtual family office
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Establish ongoing management structure for Family Blueprint
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Structured periodic review of strategy and effectiveness
