Planning

Featured Activities

• Fact Finding & Goals

  Successful navigation requires two crucial inputs: 1) Where you are; and, 2) Where you want to be. Thorough fact-finding interviews help us determine where you are on the map. Your goals tell us where you want to be. A clear path forward cannot be established with either piece missing. Success at this phase of our relationship is measured by how well we hear and understand our clients.

• Estate Planning

  Families who create substantial wealth also create the challenge of wealth transfer. Proper estate planning is only complete when all relevant professionals are aware of and have adopted the plan! Andina’s process opens the door to such coordination to ensure your assets, legacy hopes, risk-management strategies, and philanthropic desires are properly aligned with legal documents. If no current estate plan exists, we can help build the proper legal entities and manage the necessary trustee services to make your estate plan complete.

• Asset Protection

  As wealth grows so do the risks faced by business owners and families. Many fortunes have been lost through lawsuits, unscrupulous creditors, divorce and taxes. Andina understands the complexities of appropriate asset protection and risk management. Wealthy families have specialized needs related to protecting family and businesses against lawsuits. We inform and advise families so they can most effectively protect their assets.

• Business Succession

  Business succession is potentially the largest single financial decision a business owner will make. Some business succession plans are years in the making. Andina’s early involvement in the process can maximize after-tax enterprise value and prepare for unexpected events. Andina can help clients plan so the family business will continue to provide long-term value to key stakeholders.

• Philanthropy

  Each of us contributes a portion of our personal financial capital to the good of society, usually in the form of taxes or charitable gifts. Our current tax laws encourage us to direct our social capital for the good of society through charitable organizations. Successful entrepreneurs often choose to self-direct their social capital rather than let the government direct it. Andina can help you support the causes you hold most dear while maximizing the associated tax benefits.

• Family Governance

  In the book The Golden Ghetto, Jessie O'Neil states, "Money is the single most transformational substance in our society." Transferring financial assets without financial stewardship principles has been disastrous for many families. Andina Family Offices assists your family in establishing family governance and education processes. Through family vision statements, family councils and family retreats we help families communicate their most important family goals through multiple generations.