I value my clients and endeavor to provide white glove care when dealing with their assets.
The following was an unsolicited client comment regarding a very interesting article that appeared in the Wall Street Journal! This Wall Street Journal article hit close to home. A family in Maryland ( a construction family) with all their millions failed to have a simple stipulation agreement as to how matters would be handled between members of their family when shopping for bank and investment advisors When my client read this article.
He said that, ... they should have consulted with your firm and you could have navigated these treacherous waters for them!!! I am in awe that this family did not have a legal team like we have! It is unbelievable! You may want to keep this article and provide it to future clients as to real pitfalls with estate and business planning and how to navigate these issues. Wm.
The Wall Street Article is available upon request.
