CORE Services
Each of our clients have unique needs and we cater our services to fit your needs. With that said, we have key services we think every client needs to set them up for success.
SET THE VISION
Getting organized
Plan for Your Goals
Portfolio Diagnostic
Tax Strategy
Who We Work With
Finance and Investment Professionals
Executives and Entrepreneurs
Pre-Retirees
Multi-Generational Families
Finance and Investment Professionals
Many of our clients have worked within asset management, private equity, M&A, or private real estate. They understand the markets and may wonder about the concentration of their human capital. They have chosen to partner with us to answer questions like:
Have the stakes gotten too big? Am I overly exposed to my own area of expertise?
Should I really be overseeing all financial decisions for my family without outside guidance? What will my spouse say if I get things wrong?
How do I decide between college savings, investing in private deals, and giving to charity? Do I have too much cash?
What does my estate plan say? Is it current? Who will truly help my family if something happens to me?
Executives & Entrepreneurs
Running the business well means all other issues will be fine, right? Here’s what our business owner and executive clients ask as they partner with Verum:
How do I manage my stock options, restricted stock, and deferred compensation without risking what’s most important to me and my family?
What do I do with all this stock in one company? What about taxes?
How will I determine tradeoffs between investing more in my business vs. my family or my community?
How will I exit my business tax-efficiently and maximize personal and firm value while honoring my legacy and the culture I’ve built?
Pre-retirees
Our clients who have retired or are considering retirement feel the immense pressure of getting it right and avoiding major missteps. Even if it’s not a “traditional” retirement, questions like these carry real weight:
Will I have enough to retire? What is the number I’ll need to save before I can retire comfortably?
Am I missing something that could help ensure an earlier retirement?
Could I be doing anything proactively to reduce taxes now and in the future?
How do I balance the competing objectives for money – personal, kids, charity, legacy?
Multi-Generational Families
Each family is unique when it comes to thinking about how their wealth can enhance the lives of the next generation. Once you know your needs are met, we can turn our focus to tax efficiency and structuring the legacy. There are often many other factors families want to consider:
Will I owe estate taxes if I pass away tomorrow? How can I minimize that?
Have I established true priorities for my wealth – spending vs. gifting to family; gifting to family vs. gifting to charity?
Should I gift to kids and charity now or later?
Should I have more, different, or fewer private investments?
Do I have the right team of advisers working together? Are they the team I want to help my kids and grandkids?