Holistic wealth management requires more than just investment management- that is why I deliver a customized, comprehensive experience to assist you in areas that go beyond investments. The investment insights of Oppenheimer, trust and fiduciary services from Oppenheimer Trust Company, and insurance solutions through Oppenheimer Life Agency offer ways to help you manage all the unique pieces of your financial life. Acting as your single point of contact, I can help you meet virtually any of your financial needs.
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I like to use an analogy of an airline pilot when describing my investment philosophy. It is the pilot's job to make sure the passengers get to their destination, get there on time, and get there safely. Think of your goals as the destination, the markets as the weather, and me as the pilot. I cannot predict what the market is going to do in the future, but it is my job to make the necessary adjustments to our flight path as weather patterns change. We may get there a different way than we expected, but we are going to get you to the destination, safely and on time. Throughout our relationship, we will talk about your aspirations and ask questions about what matters most to you. Answers to these questions will help me manage, grow, and preserve your wealth.
Estate planning is never easy, but with the right strategy in place, you can help ensure that your financial goals are addressed and your legacy is preserved. Whether you're considering how to pass on your wealth to your children and grandchildren, sell or transfer your business, or contribute to your favorite charity, I can help you build and execute that plan. I can assist you with a wide variety of estate planning strategies, such as:
Comprehensive Fiduciary Products Offered
Liquidity events encompass a range of circumstances, including sale of a business, significant stock option exercises, divorce, inheritance, and other wealth transitions. These events typically require sophisticated planning, comprehensive asset management services, and coordination among all involved advisors, from accountants and attorneys to insurance agents and bankers.
I excel in understanding the intricate financial complexities that arise from significant liquidity events. This is done by providing comprehensive support for pre- and post-liquidity planning, offering valuable guidance on mapping my clients' desired paths, and assembling the right team to help them achieve their goals.
My pre- and post-liquidity planning approach involves conducting a thorough analysis of existing and future cash flow needs, assessing estate consequences, devising strategies to help minimize the effective tax rate of transactions, and developing generational planning and education initiatives, along with considerations for charitable aspirations.
