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Strategic Planning
Planning is often misinterpreted as a process that is exclusively characteristic of companies or the Government. Planning is necessary for any human and social organization and for any future activity. Family is the basic organizational nucleus of our society; however, we often forget that its economic success is tied to good planning that will limit the risks and enhance the returns – in particular, nurturing successful and self-sufficient family members. We reap what we sow - we plan well, we live well. Most of us think our families are simpler than big companies. There is nothing farther from the truth. Consider this: "My family is my corporation." The four spheres of influence in a corporation are: clients, shareholders, employees and management. Organizational success is determined by the relationships among them. In a family, we have the spheres of influence interwoven in ourselves, we are shareholders and managers, we are the ones who have to do it, and we are the ones who will receive it. So do we still think it is easy to deal with it?
At IFF Advisors, we realize the importance of strategic planning for our clients. We will tailor our 4-step process for you; we will take the time to know you and see what you strive for. Our approach takes into consideration the economic implications of wealth for you and your family. We do not believe that focusing only on tax issues or maximum return, for example, will make you better off in the long run. We look at the big picture – what is your total net worth, how much is in liquid assets, what investments are important to you, what are the tax implications, how much do you want to give away, etc. After learning more about you, we develop a dynamic series of steps to improve your overall economic situation.
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