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Working with thousands of high-net-worth clients over the last 45+ years, Matsen Voorhees LLP has learned that comprehensive planning – what we call integrated wealth planning – is analogous to completing a Rubik’s Cube®. If you focus on only one or two sides you will never successfully complete the puzzle; you must focus on all six sides simultaneously to complete a Rubik’s Cube! That’s why we developed extensive expertise in six key areas, all of which are critically important to you and your family:
1. Estate Planning
2. Business Tax & Succession Planning
3. Income Tax & Retirement Planning
4. Charitable Planning
5. Asset Protection
6. Probate & Trust Administration/Litigation
This integrated wealth planning approach is very unique and what sets us apart in the industry. Other firms’ expertise is typically limited to one or two main areas, with no one capable of looking at your complete picture. Unfortunately, as a result, many families receive piecemeal planning that more closely resembles an incomplete Rubik’s Cube, like the one pictured to the left, rather than the completed one above.
What does this mean to you? If your adviser team isn’t looking at your family’s complete picture – an ability developed from working with the top 0.01% of income earners – not only could you be victims of too much risk, unnecessarily high taxes and planning expenses, you could also be missing many opportunities to maximize your wealth.
Here is a true story: Rob S. is one of those people who didn’t know how to maximize his returns. Good situation; Rob worked hard and built a successful company. He has 15 different accounts, multiple properties, and consistent income, more than what he needs to maintain his comfortable lifestyle. For whatever reason, Rob hit dead ends with the advisers he consulted about his unique situation: a brilliant CPA who focused more on the past than what Rob should do going forward; a smart estate planner who didn’t understand Rob’s needs beyond estate planning; and an equally smart financial advisor who similarly couldn’t help with the big picture. After interviewing more than 10 different, skilled professionals, Rob concluded that each was too limited in scope, even with their offer to bring in outsiders with additional expertise.
This is a common problem. At MV Law we have built what many clients call a “Dream Team” comprised of Nationally Known Attorneys to solve this problem.
Here’s what Rob had to say after working with us: “I’m thrilled with MV Law. They have pure knowledge, research and a complete team approach. They listen well. They are experts at putting together estate, tax and financial planning needs in a specialized plan. I can’t tell you how happy I am with them!”