Unlock the Power of Our Professional Network

Tapping into the rich network of professionals we associate with has many benefits. Having worked with a wide variety of families with a wide variety of needs, our networks often include everything from accountants and attorneys to real estate and travel agents.

The importance of this can’t be overstated. Leveraging our network can help with:

Coordination: Collaborating with other professionals helps to ensure that every aspect of your financial plan is aligned. We work together to consider all aspects of your life, providing solutions that encompass not just your financial goals but also your lifestyle, family needs, and long-term aspirations.

Reliability: We build our networks based on trust and proven expertise. When we refer you to someone in our network, it speaks positively of their credibility and reliability. This reduces the risk you face by finding and evaluating professionals on your own.

Forward Thinking: Engaging with our network equips you with strategies to stay ahead. For instance, a cyber security consultant could advise you on upcoming digital security trends, safeguarding your assets and personal information against emerging online threats. It’s unlikely that most of us would engage this type of professional on our own.

So, what professionals should you leverage? Here’s a short list to get you started:

  1. Estate Planning Attorney: Expertise in wills, trusts, and estate management.
  2. Tax Attorney: Specialized in advanced tax planning strategies.
  3. Private Banker: Offering personalized banking services.
  4. High-End Real Estate Agent: Expertise in luxury properties.
  5. Art Consultant: For art acquisition and management.
  6. Personal Insurance Advisor: Specializing in comprehensive insurance strategies.
  7. Philanthropy Consultant: Guidance on charitable giving and foundation management.
  8. Family Office Services Provider: For those considering or operating a family office.
  9. Boutique Travel Advisor: Specializing in unique, high-quality travel experiences.
  10. Business Succession Planner: Assisting with the transition of family businesses.
  11. Concierge Health Care: Offering personalized health care services.
  12. Private Education Consultant: Assisting with school admissions and planning.
  13. Interior Designer: Expertise in home design and renovation projects.
  14. Bespoke Tailor and Stylist: Providing custom clothing and styling advice.
  15. Wine Consultant: For those interested in starting or managing a wine collection.
  16. Personal Chef Services: Specialized in personalized meal planning and preparation.
  17. Elder Care Specialist: Advising on quality care for aging family members.
  18. Cyber Security Consultant: Providing strategies to protect personal and financial data.
  19. Investment Real Estate Broker: Specializing in income-generating properties.
  20. Personal Trainer: Offering customized fitness and wellness programs.

Our professional network can be a resource that adds significant value to your financial planning. Beyond investment advice, this network can provide comprehensive solutions to a wide range of challenges and needs. Leveraging these connections can lead to more cohesive, efficient, and effective management of your financial life.

Detalus and its affiliates do not provide tax, legal, or accounting advise. You should consult with your tax, legal, or accounting advisor before engaging in these types of transactions.

This material was prepared by Oechsli Institute, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.