InKnowVision

Practice/Organization Description

I am a founder of InKnowVision and a former practicing estate and business planning attorney. I enjoy solving difficult problems for complex estates. I teach professional advisors across the country how to use advanced estate planning techniques and identify problem areas and opportunities that a high net worth client may not know they have.

Who I Help

Over the years I have served small boutique estate planning law firms, independent registered investment advisory firms, small fee only planning firms, independent CPA firms and life insurance professionals. All of these relationships have a client or several clients with net worth's of $20M to $100M and are in need of advanced estate planning and overall tax planning.

How I Work

I use an unbiased fee-based team approach to design and deliver estate tax, income tax and wealth transfer solutions for high net worth families. I work as a strategic outsource with attorneys, financial professionals, insurance advisors and CPAs throughout the country.

I have, along with my team, developed a unique approach to working with affluent families that is easily learned by successful advisors. I have also designed proprietary design and presentation software that allows the integration of multiple strategies with varying assumptions, resulting in an excellent presentation tool for successfully engaging the affluent.

At InKnowVision we provide all of our Advisors with planning capability leading to comprehensive engagements, higher client retention and satisfaction in the high net worth market.

Go to our website (www.inknowvision.com) and see how we have planned for over 800 high net worth families since 2003 and served over 500 advisors in assisting them with estate planning and business planning for their clients.

Bar Admissions

Massachusetts

Education

Western New England College School of Law

Professional Associations & Memberships

Advisors In Philanthropy, WealthCounsel, Pinnacle Certified Business Exit Planners

Areas of Practice

  • Business Development
  • Collaborative Law
  • Financial Services
  • Insurance
  • Training & Education

Number of Attorneys

Sole Practitioner

This profile may constitute attorney advertising. Prior results do not guarantee a similar outcome. Any correspondence with this profile holder does not constitute a client/attorney relationship. Neither the content on this profile nor transmissions between you and the profile holder through this profile are intended to provide legal or other advice or to create an attorney-client relationship.