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Put not your trust in money, but put your money in trust: Trustee Considerations and Estate Concierge from Retire Smarter.

Building the right team is one of the most critical steps to protect your wealth and achieve your goals.

There are few decisions along the executive journey as important as determining whose advice you will rely on. Selecting the right advisors, leveraging the resources available at work, and creating a plan to ensure that your and your partner’s visions are aligned are critical steps in building a successful team.

Initiating conversations with a current trusted advisor is a good place to start. Additionally, seeking the advice of predecessors in your role as well as your peers can be helpful – particularly as it is often beneficial for advisors to be familiar with your company’s compensation and benefit structures.

Ultimately, your team is likely to include a financial planner, tax preparer and advisor, and trust and estate planner.

Selecting your team of advisors is, as the saying goes, both art and science. Ultimately, your team is likely to include a financial planner, tax preparer and advisor, and trust and estate planner. In addition to selecting advisors and firms who are equipped to adapt to the evolving complexity of your needs, it is important that the team communicates well, collaborates rather than competes and, most importantly, is aligned with your goals, risk-tolerance and the nuances of your specific needs.

find the right advisors.

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evolving your team.

It is not uncommon for companies to reimburse executive leadership for financial planning. This can be an entry point for lasting advisor relationships, with the financial planner offering independent, objective planning advice. As compensation structures, portfolios and assets evolve, however, it is often necessary to grow the team to include wealth management. Ideally, your wealth advisor will serve as the “quarterback” of your team, coordinating investing and financial advice, tax services, trust and estate services and retirement planning across an array of experts, potentially within and outside of their organization.

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To help you begin the process of trustee selection, we have created a downloadable guide, Navigating Trustee Selection. We welcome the opportunity to discuss this, or any other aspect of your wealth transfer plan, in coordination with your other advisors.

Retire Smarter’s Concierge team is here to help you reach your financial goals — Learn about our unique approach to retirement, here.

Our team meets you where you are with a personalized financial strategy.

case studies.

APRIL // 2022

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