Personal Financial Management

One of the biggest risks in personal financial management as well as building and preserving one’s wealth is doing it by yourself, in isolation. In fact, according to a study conducted by the deVere Group, over 54% of founders coming into a large liquidity event regret not having a retained financial planner in their early growth stages. Success in one industry is not a leading indicator of success in another, you need someone who can give you objective guidance while also being a proactive collaborator in meeting your financial goals whether it is in pre- and post-sale planning, charitable giving, family governance, or even investment management.