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Case Studies
Business Sale Client
We started working with Mr. M while he was a highly compensated business owner, investing his personal bonuses and his company pension plan. Two years before the sale of his business, we helped him upgrade his tax counsel to prepare his financials for future scrutiny and to enhance a sale value. When the time came to sell, we helped him interview business brokers, merger and acquisition lawyers and tax experts, ultimately putting together a perfect team. We worked particularly close with the tax and estate strategist on establishing a CRT, a foundation and a family trust, with all of which, we have many years experience. Once the sale was consummated, Mr. M wanted to take a few months off and just look at his cash in the bank and we completely understood. Eventually though, he had looked at his money in his bank long enough, so we began multiple thorough discussions to enable us to build an investment portfolio proposal. We discussed his ideals, life purpose, definition of success, lifestyle, stewardship, family dynamics and generosity. Our discussions were targeted and concise because of our years of experience and observing what works and does not work in the long term for people with more assets than will ever be required for their immediate family needs.
An investment plan, unique for Mr. M and his various estate vehicles was designed and implemented. This plan resulted in a secure and dependable monthly income wired to his household account every month from his highly diversified and non-correlated income investments as well as funding his CRTs, foundation and trust accounts. Additionally, we allocated funds dedicated specifically to growth assets to ensure his estate would outpace inflation, so his heirs and chosen charities would further benefit.
After years of steady growth without losses, Mr. M.’s portfolio yielded the most important return of all – the peace of mind to enjoy his life without thinking about his money.
Widow
An Optivest client who lost her husband to cancer came to Optivest to manage her estate in a manner that would provide her adequate income to continue her comfortable lifestyle and follow her newly realized career calling. This client now volunteers full time as a Hospice Counselor, providing care to patients and families facing terminal illness. Her personal experience gives her an immeasurable compassion to provide emotional, spiritual and practical support to the dying that she is able to let flourish while Optivest gives her the peace of mind that she won’t need to change her career as a volunteer and can continue to live her life comfortably following her passion for as long as she desires.