Almost undoubtedly, you’ve entrusted a team of specialists to administer your professional and personal wealth care. Their jobs are wealth protection and advancement. At the very least these specialists should do you no harm.
Do you know harm?
You retain some combination of money managers, financial, personal and business insurance advisor(s), a practice manager, CPA, bookkeeper, estate planner, and lawyer(s), each for their specialized expertise. These are your deckhands. Who’s your captain?
A wealth care team without a leader is a ship without a captain. The vessel advancing your financial wellbeing is progressing. Who’s making sure it’s not taking on water?
It does not matter how exceptional any professional, or even a group of personal and practice financial, accounting and legal professionals, may be. On their own, they cannot identify all the potential holes within the wider framework of your plan.
Let’s assume you have the best financial planner, the best money managers, the best real estate management company, the best lawyer, the best accountant, and the best life, health and casualty insurance agents. Individually, they do great work. This is their greatest failure to you, their mutual client. Because their work is executed ‘individually,’ opportunities to advance wealth and enhance financial wellbeing via a unified effort are missed. Productivity is diminished. Productivity can mean gains of wealth, protection against losses (investment or litigation oriented) and efficiencies of time, and effort.
The Personal CFO doesn’t replace your existing specialists. It harnesses them. It fuses their effort behind established, and definable goals. The right hand not only knows what the left hand is doing, they work together to command all aspects of your financial, legal and tax operations.
The Personal CFO Delivers Specialized Wealth Care
Purpose suited to business owners, entrepreneurs, real estate investors, physicians and land developers focused on non-traditional, creative, income and estate tax minimization and dynamic investment risk management strategies, the Personal CFO adapts the function of your wealth to meet the requisites of your lifestyle and responsibilities. Intergenerational wealth families also benefit as they share the same need for a skilled wealth care team leader.
Personal CFO Expertise
Atlantic Wealth Partners’ Personal CFO aligns and orchestrates integration of all your myriad financial affairs:
- Legal and tax strategy interpretation and alignment
- Tax and income plan management
- Retirement plan design and execution
- Wealth transfer plan design
- Business succession & exit planning
- Charitable plan design
- Asset protection strategy implementation and exposure monitoring
- Beneficiary education
- Asset allocation development
- Investment policy development and education
- Investment selection and manager oversight
- Direct investment analysis (real estate, business, acquisitions, etc.)
- Insurance policy management
- Leverage negotiation and management
Administering wealth is not your specialty. It shouldn’t be your burden. By identifying existing gaps in your plan and driving expense reduction through reduction of excess fees to advisors, money managers and other professionals, (excess fees usually caused by inefficiency), a Personal CFO frees you up to focus your energy elsewhere, confidently maintaining and enjoying your lifestyle, both now and in retirement.
Put a Captain On Board. Sit down with Steve Olson. Schedule a no-cost, initial review of your existing structure and plan. With Atlantic Wealth Partners’ Personal CFO, you go forward.