STEP IV: TEAM PLANNING AND IMPLEMENTATION

Team planning and implementation are the coordinated acts of communicating the clients’ vision statement and family governance along with financial data to their requisite team of advisors for the sole purpose of seeing their tangible wealth (money and possessions) support and perpetuate their intangible wealth (family, values, and visions).

Legacy Planning Specialists offer the clients two levels of service when working with the other advisors. One level is primarily informing each team member of what you want to do. While you then work with them, ours becomes a role of support and communication. The other level of service is our primarily functioning as your catalyst and coordinator as well as your team leader. We ensure that what you want does, indeed, happen when and how you want it to. Timetables are planned and monitored by us.

Because a number of advisors can be involved, schedules can be difficult to coordinate in a timely fashion. Consequently, this step can require more time than Steps II and III. It all depends upon the number of advisors, their schedules, and their physical locations.

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