The Yacht Club at Tellico Village

Private workshop for affluent individuals 50–80 to uncover tax exposure, reduce inefficiencies, and avoid costly, siloed advice.You may already have a CPA, an attorney, and an investment advisor. But if they are not actively collaborating, there is a strong chance important planning opportunities are being missed. Over time, that lack of coordination can become one […]

Private workshop for affluent individuals 50–80 to uncover tax exposure, reduce inefficiencies, and avoid costly, siloed advice.You may already have a CPA, an attorney, and an investment advisor. But if they are not actively collaborating, there is a strong chance important planning opportunities are being missed. Over time, that lack of coordination can become one […]