After building a family business over many years of hard work, George and Mary have decided to reap the reward of their diligence by divesting the company and retiring to Florida. They intend to maintain an active retirement lifestyle and spend time with their grandchildren. They also want to give back to the community that supported their business by contributing to charitable causes and to their college alma maters.

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After 30 years of marriage, Paula and David still loved each other dearly and spent as much time as they could together. If they weren’t traveling, they were playing golf. If they weren’t playing golf they were spending time with the kids and the grand kids. Dave was a successful entrepreneur who’s income left Paula with time to pursue her dream as a professional artist and philanthropist. She was fortunate to have been able to spend the time raising her kids and managing their wonderful home. Dave’s job was to run the business and manage their finances.

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Frank started his medical supply business in the late 1990’s assuming an exit strategy that would someday provide a major liquidity event. Constantly growing the business, he didn’t save much along the way and rarely had enough cash to require an investment manager of any sort. When the day came to sell his business, he found himself with more than $10 million that had to be invested and protected. Frank went from anonymity to being everyone’s best friend – suddenly everyone wanted to help, and everyone seemed qualified. Frank was exposed to a world of financial items he had never worried about before: liability, complex tax issues, supporting charities.

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Joseph retired from his career as a corporate vice president after accumulating substantial assets, much of it in the form of stock in his former company. He and his wife want to maintain their current lifestyle and ensure that their assets will be sufficient for a long and active retirement. They also want to preserve a portion of their wealth for their children and grandchildren, and to support a variety of charitable causes.

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A self-made success story, Thomas grew up without means but was fortunate to have hard working parents who believed in diligence and education. He spent his career working his way up the ladder at one of the nation’s more prominent automobile manufacturers, retiring at 60 from a C-suite position that afforded him not only a comfortable lifestyle, but a significant investment portfolio on which he and his wife could retire.

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