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What High-Net-Worth Prospects (Really) Want From A Financial Advisor

Nerd's Eye View

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

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Values Based Financial Planning is Powerful and Can Lead To Success!

Envision Wealth Planning

Believe it or not, what most people get when it comes to creating the traditional financial plan is someone else’s idea of what your values should be! Unfortunately, financial planning has been way out of reach for many Americans. Here are the two dimensions of values-based financial planning: Goals/dreams and building/implementing.

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Midyear Planning Tools for 2016

Brown Advisory

A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers. But in 2016, there are no such policy reasons driving us to action in advance of a specific planning deadline. Planning Tool: GRAT. Clear the Hurdle.

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Strategic Planning in Volatile Markets

Brown Advisory

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S. tax code that are not permanent.

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Strategic Planning in Volatile Markets

Brown Advisory

Strategic Planning in Volatile Markets. Our conversations with clients usually cover topics that range beyond investment and financial affairs. Declining rates also impact intra-family loans , often used by an older generation to transfer cash or other assets to a younger generation without gift tax consequences.