April 27, 2022 – As a seasoned investor and wealth manager specializing in the needs of senior executives and business owners, I’ve seen what happens when clients running successful companies are faced with the challenge of having to make major strategic decisions with wide-ranging implications.

These clients, many of whom have spent a career building their business, set out to acquire a competitor, sell their company, liquify assets or transfer leadership to their heirs, only to encounter an unexpected roadblock that threatens to derail their carefully laid plans.

Although they’re accomplished strategists who’ve steered their teams to profitable ventures, they often seek outside perspective to detect the financial blind spots that can surface unexpectedly as they try to execute on their vision.

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