Complex wealth calls for specialized expertise, strategies and resources. We look across your entire financial picture and work with the advisors who guide it — so every strategy fits the whole.
A tax strategy in one place, investments in another, insurance and estate documents that haven't spoken to each other in years, and a roster of advisors who’ve never been in the same room. Beneath that can be a harder problem: exposures that haven’t surfaced, opportunities that haven’t been explored, and decisions being considered without the benefit of the whole picture.
A disciplined four-step process — whether the question is one policy or agreement, a new strategy, or your whole financial picture.
We gather the facts — your documents, goals, and concerns — and ask the right questions, for a clear picture of what’s beneath the surface.
Structure, economics, risks, assumptions and performance put under analysis — using analytical tools and benchmarks to uncover gaps and exposures.
Clear findings and specialized strategies — with scenarios, so you see the impact of every choice.
We walk you through it, answer your questions, and coordinate with your other advisors — so every decision aligns.
The situations where several areas intersect at once — estate liquidity and wealth transfer, business succession and exit, buy-sell and key-person strategies, executive benefits, charitable planning, and complex insurance design — or your whole plan, examined as one.
Explore the CORE ProcessAdvanced, proactive tax strategy developed with your CPA — never in isolation from the rest of the plan.
Transfer and legacy strategy designed with your attorney — built to protect and pass on what you’ve created.
Life and long-term-care protection engineered to fit the plan — not sold off the shelf.
Valuation, buy-sell, and exit planning for owners with something worth protecting.
Giving structured to do the most good — for your causes and your plan.
How your investment strategy affects — and is affected by — the broader plan. Unified Advice does not make investment recommendations.
We can lead the planning when that’s what a situation needs, or work alongside your CPA, attorney and investment advisor as a specialized member of the team. Either way, everyone builds from the same plan.
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A short, private conversation to understand the whole picture — and whether our expertise can help.
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