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Advanced Planning

Advanced Planning at Reviresco Wealth Advisory

With CWPA Collaborative Partners

In accordance with the We-Driven Mindset mentored at the Southern California Institute, for which we are members and instructors, we often work collaboratively with other advisors. Through SCI’s Certified Wealth Planning Advisor (CWPA), we completed a course designed to help our teams work seamlessly together and work through all facets of Integrated tax, estate, business, and asset protection planning as well as planning for succession or exit. Visit my bio page here.

Estate, Estate Settlement, Integrated Tax, Business, and Asset Protection Planning as well as Family Alignment Counseling

For Estate, Estate Settlement, Integrated Tax, Business, and Asset Protection Planning as well as Family Alignment Counseling, we often work with the team at Strazzeri Mancini LLP. Strazzeri Mancini helps affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling. For more information, please see the Strazzeri Mancini links below.

Protecting Promises

Advanced Planning for Successful Families and Business Owners

Care to Know™ Planning serves families and business owners at two layers. First, it helps their existing trusted advisors expand the landscape of perspective to include disciplines and strategies outside of their core practice areas. Secondly, it allows families to see the complete breadth of their opportunities and challenges, thereby finding the magic and nuance in The Last 10%.

Family Alignment Counseling and Family Governance

We bring a full-spectrum understanding of relational family and business dynamics, legal, financial, and integrated tax issues to a family’s planning table. Together, we discover unexpected alternatives, a broader array of choices than previously deemed possible, and consensus for action.

  • Estate Planning: Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. It contemplates protection of your family members from creditors/divorce and provides for the possibility of your own disability.
  • Estate Settlement: When a loved one passes away, it is a great comfort to know your family’s affairs are in the hands of the trusted counselors at Strazzeri Mancini LLP. In that sad event, the Fiduciary (a Trustee or Personal Representative), usually a family member, contacts Strazzeri Mancini for assistance with the administration of the estate.

Business Succession Planning

In addition, we often work with the team at The Founders Group for business succession planning. TFG leads business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom.

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888 Prospect Street, Suite 200
La Jolla, CA 92037

(858) 215-1183
ian.maxwell@revirescowealth.com

Advisory services offered through Reviresco Wealth Advisory, LLC, a California registered investment adviser. Reviresco Wealth Advisory, LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. California state registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability.

All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by the adviser), or product made reference to directly or indirectly, will be profitable or equal to past performance levels.

The firm is not engaged in the practice of law or accounting. Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.