Where Smart Money Goes.®
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Where Smart Money Goes.® |
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Service Provider Coordination It is getting increasingly difficult for investors to manage all of their financial service providers. For most investors, the burden of managing their managers falls on their shoulders. Investors could dramatically simplify their lives by pushing the burden of managing their wealth back on their advisor. By having one advisor that can coordinator all of the financial and administrative issues, clients gain a structured process to managing their fortunes and achieve the transparency and control of their investments that they desire. Only the extremely wealthy (those with liquid assets > $100M) can usually afford the cost of hiring their own personal private office staff to handle their wealth management needs. All other investors are left with the task of trying to coordinate their service providers themselves. Typically, this results in an estate that is being run on a fragmented basis with lost visibility to performance and strategic objectives. Karmikel Investments coordinates and collaborates with all of your financial providers to develop an integrated wealth strategy and to make sure that all the service providers are working in unison. We work closely with our clients to coordinate relationships with all of their third party service providers such as accountants, tax attorneys, etc., from around the globe to execute complex wealth strategies. The client can gain many advantages by teaming up with an advisor who can coordinate their financial affairs and their growing list of service providers. First, the burden of managing these managers transfers to the advisor, freeing up more time for the client to pursue other passions. Second, the advisor will validate all the advice the client receives from multiple providers. Third, the client will achieve a coordinated wealth strategy. Fourth, the advisor will be able to provide the client with overall performance measurements and demonstrate progress toward their wealth strategy goals. And lastly, the client gains true value-added service by their increased control and transparency into their estate. Copyright © 2008 Karmikel Investments - ALL RIGHTS RESERVED |
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Active vs. Structured Management Wealth Transfer, Legacy Planning & Charitable Giving
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