oaktree & associates
affluent families
You have enough money to support an affluent lifestyle — with more than adequate savings to spare. You’re not concerned about your ability to pay for your children’s college or fund your retirement. But significant wealth comes with its own set of challenges and complexities.
Here are some of the unique wealth planning needs that families of significant means might need to address with a team of professionals.
At Oaktree & Associates, we have identified 7 areas that are fully addressed throughout our planning.
Minimizing Unexpected Surprises
There are many risks in not having a proper team in place to help prevent unexpected surprises for your family and future generations. Many negative, surprising outcomes can occur when the assets are improperly invested, liquidity constraints aren’t managed, or asset valuations are inaccurate. It could be that the desired legacies, which could be perfectly achievable, do not come to fruition because of ill advised decisions along the way or an area of planning was not adequately covered.
Until someone asks the right questions and provides a clear path, there’s a risk that what you want to happen may not happen