What will your family — or your family
business — look like 100 years from today?

______________________________________________________________

Missing Opportunities

“Judy” and I had our first meeting in her beautiful Upper East Side apartment. At one point during our conversation, Judy broke down in tears.

Her mother had died recently after an illness, leaving most of her assets to Judy’s brother and very little to Judy. The money was not the issue; Judy and her husband were very successful and didn’t need money.

Judy’s family had always been close and her brother had financial issues, so she didn’t begrudge him the inheritance. But she was quite hurt to be left without even a token — and to be told this by the attorney rather than by her mother. Unfortunately, because her mother had put off estate planning until it was clear that she was going to die, there was no time.

In our work with Judy and her husband, we helped them develop a vision for their wealth and communicate it with their children. We also coordinated various parts of the implementation with their CPA and Estate Planning Attorney.

In addition, Sage360 Advisors conducts an annual Family Meeting with Judy and her family to review and update the plan so it always remains relevant.

 

 

WHO WE ARE

WHAT WE DO

CASE STUDIES

ARTICLES & IDEAS

CONTACT US

START THE JOURNEY

It takes hours to assemble a plan; it takes a lifetime to build the values that support it.