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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Family Office Manager

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?

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.

Next Steps…

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