Tips To Establish A Stong Financial Footing Upon Graduation
05/18/2022
By: Andrew T. Gardener, CFP® and Matthew Berti, CFP®
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Are you an Entrepreneur looking to understand your options regarding the eventual exit and monetization of the business, or a Family Steward that has accumulated financial success and are looking to grow and protect it for generations to come?
We are financial advocates and partners with our families, co-creators of action plans that solve problems and facilitate goal achievement across your financial, tax, business, philanthropic and estate planning needs.
Understanding the transition from Founder and Entrepreneur to living off your assets.
Critical steps you need to take to get your business ready for sale.
Ensuring your family and employees are taken care of.
Strategic Coordination of Financial, Tax, Philanthropic, and Estate Planning
Customized Portfolio creation, risk mitigation and cashflow generation.
White glove handling of financial matters on your behalf
Successful families typically have several advisors. But how often do advisors meet together to discuss and plan their clients’ specific needs? Tanglewood Legacy Advisors serves as the Family CFO. We orchestrate a virtual boardroom, bringing advisors together to discuss and optimize our clients’ needs.
We work to construct clear pathways that help foster confidence and clarity in the lives of the families we serve. We coach, counsel, analyze, coordinate and advocate. We serve as your family’s enduring partner.
By: Andrew T. Gardener, CFP® and Matthew Berti, CFP®
One of the common refrains we hear from aging parents
By: Andrew T. Gardener, CFP® and Matthew Berti, CFP®
One of the common refrains we hear from aging parents
