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 […]

Private workshop for affluent 50–80: protect wealth, preserve control, and reduce costs from outdated, siloed estate, tax, and planning.You may already have wills, trusts, powers of attorney, and beneficiary designations in place. But if those documents have not been reviewed in light of your current wealth, tax exposure, retirement structure, long-term care concerns, and family […]

Private workshop for affluent 50–80: protect wealth, preserve control, and reduce costs from outdated, siloed estate, tax, and planning.You may already have wills, trusts, powers of attorney, and beneficiary designations in place. But if those documents have not been reviewed in light of your current wealth, tax exposure, retirement structure, long-term care concerns, and family […]