Financial Advisor Insights for Ultra High Net Worth Legacy Lifestyle Planning

We have been clients of Michael Tierney for over 15 years. Michael stays well attuned to the various market issues and specifically follows strategists who have proven track records and philosophies. His frequent news emails have been especially helpful in keeping us informed of market happenings with his ongoing thoughts and educating us. On a more personal note, Michael has always been easily approachable, encouraging us to call anytime to answer questions or entertain ideas. There have also been personal business visits during which we appreciate Michael’s warmth and friendliness. His assistants through the years have also been very helpful in handling any necessary matters.

After being introduced via trusted friends and neighbors, we have worked with Frank Corrado and team for over 10 years. The life transition we were facing was planning for our retirements. My husband and I have a seven-year age difference, so working with Frank, we established goals that reflected our greatest hopes for the future: paying off our mortgage by the time Sydney was 65, giving him financial freedom to return part-time to substitute teaching, while also helping me with a plan to retire from my full-time position in NYC when I turned 65. The mantra was always - how do we approach our portfolio in a way that allows us to sleep well at night and know that our savings will cover us for the remainder of our lives but would also allow for growth? Helping fund a grandchild's education, paying for two weddings, investing in the upkeep and upgrade of our beloved home of 30-plus years, ensuring plenty of funds to cover our love of travel, and devising strategic giving plans that supported our philanthropic goals were all reflected in our financial plan. Most importantly, Frank and his team are part of our family, committed to our well-being, going above and beyond to coordinate with our lawyer, insurance broker and even my mother's financial advisors! Frank believes in living your best life; he's committed to helping us ensure this is possible for our entire family.

Avi and his team have functioned as a private office for me, extending my capacities by managing my personal wealth and advising me on anything finance-related. Whenever I pose a question to them or ask them to handle a task, I know that it will be done promptly with consistent communication, the utmost skill, and great integrity. I could not have hired a better team. I don’t know what I would have done without Avi. When a sudden liquidity event completely transformed the scale of my wealth, Avi was there to help me navigate all of the new questions and opportunities. My prior wealth plan went out the window, and I had to make decisions about investing, taxes, estate lawyers, risk, charitable donations, supporting my family, and even personal security. Avi helped me navigate all those things, connecting me with the best possible advisors and giving me the support I needed to make informed decisions.