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Given the individuality of risk exposure, family dynamics, and values,
consulting and planning strategies are custom tailored for each client.
 Typically, an exploratory consultation with a Wealth Preservation Group
member identifies priorities and determines if and how the group may be
useful. The Private Client Consultant reviews client objectives and
preferences with the Advisory Members to draft written recommendations for
the client's consideration summarizing the areas of concern, a brief
explanation of what each strategy is expected to accomplish, related costs
and time to implement. If selected techniques call for preparation of legal
documents, the client may use WPG attorneys or lawyers of their own
choosing. |
While sitting at a traffic light
waiting for the green light, you are slammed from the rear by a
drunk driver who never saw you and didn't even attempt to stop.
Clearly, you are an innocent victim with no fault in the accident.
Most
companies used business assets to pay the damages. However,
in the case of employee complaints, insurance covered some
of the damages. Owners mentioned that the payment of
damages nearly put them out of business, which affected them
for a long period of time as they worked to rebuild the
business and recoup their losses.
