If you want to be well positioned to maximize the probability of realizing your goals in any environment regardless of any market volatility and many economic, social and political uncertainties, then let us help you conduct a stress test.

In a stress test, we will review your current plan with other appropriate independent professionals from our Virtual Family Office. Once completed, you will be provided with written recommendations all based on your goals for addressing a range of areas including:

• Minimizing taxes

• Taking care of your heirs

• Protecting your assets

• Maximizing your charitable impact