Many affluent families and individuals face a cluttered web of tangled holdings, advisors, documents, and commitments. They are trying to juggle businesses, estate plans, and charitable organizations to best suit their family's needs. Their demands are many, with priorities competing for time. Often, no one is quarterbacking their interests; tax strategies and accounting are sources of frustration and confusion. We call this challenge the Web of Complexity.
By serving as lead advisor for our clients, Lally & Co. breaks down the Web of Complexity, creating a Circle of Simplicity. We make tax strategies and accounting processes easy to follow, understand, and implement. Every piece of the puzzle is managed to benefit the interests, needs, and goals of our client. The Circle of Simplicity allows our client to easily understand who is handling the various moving parts of their estate and holdings and who is quarterbacking them.
View our list of services for Affluent Families.
"Affluent families have a lot going on in their lives. We help craft, explain, and implement detailed plans designed to reduce risk so clients always feel that they are in control of their finances."
-Robert J. Lally, Partner