In our discussion of human capital, we identify “values” as one of the three components of human capital.
The RSJ Thought Center
Start with a few critical questions.
Will your estate plan use your wealth to bring your family closer together, or will it cause rifts amongst your family members?
We have put together a checklist that assesses how complete your estate plan is in transferring and protecting assets, values, relationships, and structures. Download the complete checklist here.
It starts by taking a look at your “human capital.”
Topics: Wealth transfer, Ultra high net worth families, Values-based wealth transition, Wealth transfer in ultra-high net worth families, Human capital in estate planning, Estate planning, Values-based wealth transition model
Part 1 of 4 in Our Series on Values-based Wealth Transition for High-Net-Worth Families
I met with a new client for a cup of coffee a few months ago. Upon the recommendation of one of her advisors, she had hired us when her previous CPA created a sophisticated yet somewhat lacking tax plan.
Rose, Snyder & Jacobs LLP is a CPA firm based in Encino, CA that serves private and public companies, business owners and high-net-worth families. Our services include tax, assurance, estate planning, business advisory, and wealth transition consulting. We deliver a long-term perspective and innovative accounting solutions so our clients can focus on their success. Call us at 818.461.0600 for a confidential, no-obligation discussion.