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Team Approach to Wealth Management
Wealth management means more than just supervising a portfolio. It is multi-faceted: addressing risk and tax management, estate planning and charitable gifting, and, perhaps, college planning and long-term care planning.
It is rare to find one financial professional well versed in all these disciplines. Acknowledging that reality, professionals who consult wealthy clients frequently collaborate in a team effort, so that they can draw on their collective understanding and best practices.
Each professional on the team can make his or her insight readily available to others, and the longer the team works together, the more cohesion and experience the team has in designing its strategies for the family.
This team effort makes the planning holistic. A good wealth management approach looks not only at distinct aspects of your wealth, but also considers what your wealth means to you. What should it accomplish? What role does it play in your life? Addressing those questions can help you link your wealth with your values.