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Master Plan

Master Plan Individuals or families with a net worth exceeding $10 million may seem to outsiders to have everything they could wish for. The reality is more complex. In fact, many high net worth families fail to achieve the life and legacy they desire because they do not integrate their financial, legal and life planning.

Our integrated Master Plan approach to planning empowers you to achieve many financial and legal tasks more efficiently. You will learn to better understand your investment portfolio and estate plan, prepare your heirs for their inheritance, and plan your philanthropic and charitable activities.

Even better, the concepts and tools described in Master Plan free you to focus more on achieving your life goals, incorporating them into a set of family goals. You will feel more confident making decisions about your wealth and your family because you will have a master plan.

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