- Our consultation advice includes the review and recommendation regarding any contract that requires a financial commitment or outlay from our clients, whether it’s a new business, joint venture, a large purchase, insurance policy, annuity contract, etc.
- We formulate portfolios and provide a comprehensive evaluation of clients’ assets to ensure diversified asset allocations, cost control, investment style and strategy implementation. We also continue to monitor your progress to add value and reduce risk.
- We assist clients with implementing and understanding the estate plans drafted by their attorneys. We also assist with family governance issues for family business succession. Where appropriate, we recommend competent professionals to assist clients with specialized legal problems, or unique accounting/tax issues. We act as a coordinator to get the work done.
- Cela Advisors acts as a quarterback and coordinates with our clients’ other various advisors, such as lawyers (litigators, tax counsel, corporate counsel), accountants, pension counselors, and insurance agents. Cela Advisors coordinates the services of the other advisors to help develop and implement a strategy to meet the client’s goals-whether it’s for the sale or purchase of a business, litigation, estate planning, or the formation of a new business. This coordination avoids duplication of efforts, and also avoids something falling through the cracks. Ultimately, this coordinated process results in controlled expenses, and streamlines the complex details of each expert advisor. We will compile this information into a simple and concise format that makes the client’s decision making process faster and easier.
|
