PROBLEM: Many Clients and their families have not done the type of planning they need to in order to achieve their financial goals despite feeling it is covered. HOW WE HELP: F2 Analytics takes a comprehensive approach to designing and implementing financial and estate plans. Having designed plans for billions of dollars over the years, F2 is experienced and well prepared to handle even the most challenging estates.
PROBLEM: Most financial and/or estate plans fail to achieve the desired or expected results for the Client and their family.
HOW WE HELP: F2 Analytics is dedicated to helping our clients avoid the unnecessary tax and investment losses produced by the mismanagement of well structured financial and/or estate plans by applying conventional business discipline that virtually all of these plans lack.
While you are unlikely to hear this directly from your law firm or accounting firm, many well constructed estate plans fail to ultimately achieve the tax and investment results families establish them for in the first place.While the reasons for these avoidable losses are varied and many, the primary cause can be summed up with the observation that most high net worth individuals who decide to implement an estate plan do not completely understand the nature of the entities they are establishing to achieve their purposes and how these entities should interact with one another and with the high net worth individual and his or her family.In addition, since there is almost always a trust and some other partnership or corporate entity formed, the high net worth individual needs to understand the nuances of operating each individual entity type, and they ordinarily do not.A family with a $100 million taxable estate has approximately $40 million reasons not to ignore this problem, but in our experience, most do ignore it, opting instead to do things on their own and squander the incredible wealth lost to the IRS upon the transfer of assets to their heirs.