Advice and Planning

Create a clear path for your
financial future

Custom advice, strategies, and solutions designed to meet you where you are

Whether you are starting out, comfortably on your way, or want to make sure everything is in place for the next generation, through our LifeSyncSM advice experience we can help you align your values with your financial priorities and in effort to make sure they stay in sync over time helps to maximize the impact of your money.

What is LifeSync?

Designed to provide advice for life, LifeSync is a comprehensive, on-going advice and planning experience that brings together what you want in life with the ability to sync with your values and aspirations. It creates a personal path to help you make more informed financial decisions. It can help you navigate specific financial challenges to your balance sheet, including:

  • Current and future cash flow needs through what-if scenarios and probability analysis
  • Wealth transfer, lifetime and charitable gifting, and other estate planning strategies
  • Your assets and managing risk through proper entity structures, titling of assets, insurance, and income replacement strategies
  • Financial administration for your family office
  • Evaluate your business transition options and develop a succession plan
  • Your options for managing concentrated positions and executive compensation
  • The impact of income, estate, and transfer taxes on your wealth plan

Capabilities and Solutions

We offer a wide range of capabilities and solutions to complement the LifeSync process. These include:

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Michael Liersch, Head of Advice and Planning

When to Transfer Wealth

Hear from Head of Advice and Planning, Michael Liersch, as he talks about transferring wealth when it can make the most difference.

View Video

Start building a path to your financial future today. Request a Call