Plan Post-Divorce Standard Of Living

We forge relationships with clients that do not end when the divorce decree is filed with the courts.  To our clients, that is a necessary but not sufficient step on the road to their new lives.  We don’t consider the divorce completed until:

• Every single dollar owed to them is in their possession
• They have estimated and planned for any taxes for their settlement
• They know exactly how much money they can spend each month & year
• They are in the house that suits their new budget and lifestyle
• Their money is invested intelligently and conservatively
• They have an understanding of how their spousal and child support amounts might change

Our typical client is very wealthy and very successful in life.  They can afford and require the highest caliber of professional financial advice.  We have a very select client roster and view our stable client list as one of the firms’ competitive strengths.  We turn down those clients to whom we don’t feel we will be able to provide as much value.  In short, we favor long term relationships with fewer clients; rather than seeking many clients with short-term needs.