• “We’d like one point of contact for all of our affairs. We’re tired of feeling that our financial and investment lives are uncoordinated and disorganized.”
• “Even though we have enough money, we don’t really have a clear idea of where we are headed. We would like to have a coherent strategy in place and make sure it is actually implemented.”
• “There are so many things to think about and so many decisions to sort through. I’m not sure where to turn or who to ask. Often, I don’t know whether my issue is a legal, investment or tax question.”
• “Our investments seem to be a collection of unrelated and disorganized things that were ”good ideas at the time,” but now I’m not sure those investments are doing what we need them to do for us today. They are not part of any kind of cohesive and strategic plan.”
• “I don’t like receiving twelve quarterly statements from my three investment managers. I’d love to get one statement and meet with one person who knows my whole story.”
• “I’d like to be certain that everything is looked after if I were to die prematurely. I want to be sure that my spouse and my kids would be okay, that my affairs are in good order, and that there is a trusted individual who could provide financial continuity for my family.”
• “Our children are likely to inherit a lot of money. We want to prepare them to handle it, as best we can. And we want to put some safeguards in place to ensure they don’t get the money too early for their own good, especially if I were to die prematurely.”
• “We think we are pretty clear on our goals and objectives but are not sure how to best achieve them.”

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