?Collaborative Teams and Why They are Essential for High Net Worth Clients?
To create advanced financial, tax, and legal plans, wealthy individuals and families need access to a collaborative team with expertise in the areas of investments, taxes, wealth transfer, risk management, family wealth issues, and philanthropic strategies. The more complex the client?s situation, the more sophisticated the solutions, and the more difficult the implementation.? It is not possible for one individual or even one firm to have the ability and skill to advise regarding all of these issues.? The best approach is to create an ad hoc team of experts ? formed for each client from among the strategic alliances of competent, client-oriented professional advisors ? to assess, to advise, and to implement the client?s wishes.
Speaker Profile?????
Al Gibbons specializes in estate planning and life insurance planning for high net worth individuals, high-level corporate executives, and successful entrepreneurs. He works closely with professional tax advisors (attorneys, accountants, and trust officers) designing and implementing sophisticated life insurance strategies to help solve their clients? unique estate planning needs.
Creator of The 80/20 Estate Plan?, Al Gibbons advocates an effective estate planning process that empowers and enables clients to take action and to achieve their goals in a timely way. A talented thinker, speaker, and writer, he enjoys a national reputation and is widely sought after to explain what he does and why it is so effective.
Al Gibbons belongs to the Forum 400, the Association for Advanced Life Underwriting, and the Philadelphia Estate Planning Council.? He is a Life Member of the Million Dollar Round Table and the prestigious Top of the Table.