Duty Free Zone, UAE

Legacy Management

Feel like you are standing in a field all alone? You are an entrepreneur…a business owner who has created and built your legacy but it’s time to ensure that your hard work will be preserved for generations to come. I am not a lawyer or an accountant…I’ve worked with many of them, but that’s not what I do. I am a strategist who can step back and look at a complex scenario, analyze things quickly, and develop strategies to achieve results.

Legacy Management is creating a strategic plan to build, monitor, and adjust the moving pieces over time in order to achieve your goals and objectives.

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Believer’s Palace, Baghdad Iraq

A Different Perspective

You’ve become an Expert in your field…whether it’s technology, finance, manufacturing, or more…but you need a fresh set of eyes to give you a different view about your strategy.

Complex situations do not always require complex solutions. One of my earliest mentors taught me the value of KISS methodology – keeping it simple!

I can offer you a fresh perspective and an outlook on how to accomplish your stated goals as we have defined them.

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Portland Headlight, Portland Maine

Navigating Rough Waters

A lighthouse is a beacon…a warning! Rocky Shores ahead! Just like that, cash flow and profitability are warnings for any business and can predict if you are headed for smooth sailing or treacherous waters. It can be difficult for entrepreneurs to see to make tough decisions because of the emotional attachment which comes from growing a business you started,

I’ve been through extremely challenging personal situations that seemed like the perfect storm. I went through a difficult divorce, then lost my mom in 2018 and more. I’ve fought through lawsuits and federal court cases (and lost!).

These times will pass, but life goes on and so should your strategy…so should your legacy.

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Private Client Advisory Service

What can I offer you? I work as an adviser to you providing honest, strategic, and structured planning which encompasses all aspects of your complicated life.

I understand what you are going through because I have been there. You need to able to sit down with someone who has seen what you’ve seen, ask difficult questions, and tackle your biggest challenges. You may not want to hear what I have to say, but it just might be the wake up call you need.

I’m not an investment adviser. That’s not what I do. Finance and Legal are merely two of the aspects that any complex family faces when building their plans. Managing your family can be a difficult task that involves a plethora of operational, physical, and intangible priorities. Real Estate, employees, tangible assets (cars, boats, etc.), travel, managing other advisers, legal work, accounting…if I had to guess, I would estimate that at least 50% of your time is dedicated to simply managing these and putting out small fires on a daily basis?

When did you last take the time to actually sit down and write down your goals, objectives, and desires for you, your business, and your family. What is in the way, and what is stopping you from achieving these things?

Our first discussion will be simple – let’s talk about your life, your business, your goals and objectives, and let’s decide if there is a basis to move forward and build a strategy for your legacy.

I’ve had to write my plan and make many adjustments over the years. I’ve created strategies which seemed perfect at the time, but then life happened. Tragedies occur, the world changes, and I learned how to by dynamic by adjusting my plan, and life, to accommodate these changes. If that’s what you want and need, we need to talk.

Next Steps…

Please reach out to me for a Confidential Discussion to determine if our abilities can help you achieve your goals!