The Value of Collaboration

Have you ever been in a meeting with a client and realized there were factors in play that you did not know how to address?

Did you get a sinking feeling that these issues could negatively impact the family and undermine your work and the success of the plan?

As a former financial planner, I know this feeling well. In fact, it helped motivate me to change careers.

None of us can be all things for all clients. That is why I value collaboration – teaming up with top notch professionals from diverse fields and working together for the benefit of the family.  My multi-discipline background (psychology, wealth management, and business), empowers me to appreciate the family’s financial objectives while working with them to enhance the personal side of wealth and business. It also enhances my collaboration with the family's other advisors.

Given the complexity of family wealth and family business work, collaboration is essential to providing the highest levels of service and value to your clients. Helping your clients assemble the right team of professionals is invaluable and will help develop loyalty.

Melissa brings not just a depth and breadth of knowledge to her clients but a compassion which must put her in the top 1% of advisors working with wealth creators, inheritors, and families in business.  She is a "great Collaborator" and would be an extremely valuable addition to any advisory team.

Melissa has invested significant time and energy over the last few years to the exploration of the best practices which families are using to not just transition their wealth with minimal tax shrinkage but to insure that the impact of their wealth on future generations will be as positive as it possibly can be.  That investment, combined with the depth of wisdom and insights she shares with her clients and their advisors, makes her a "young elder" from my perspective.

If I were looking for an advisor who would be able to 1) communicate effectively with all members of my advisory team, 2) assist me in creating a purposeful plan which will transfer much more than money to my heirs, and 3) help train and prepare my children and grandchildren for their roles and responsibilities as dynamic stewards of my financial wealth, I would have Melissa at the top of my list.

- John A. Warnick, Creator of the Seven Secrets of Purposeful Trusts and the Six Paradigms of Purposeful Planning

Eredità: Collaborating with advisors to enhance the value provided to clients.