Strategies, Tactics and Tools

1
Mission, Vision, Values Goals

• Clarity
• Competence
• Management

The Plan
The Problem
Our Fiduciary Standard
Optimization
Tool or Product
Strategy or Tactic
Strategies, Tactics and Tools
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2
Competence

• Discovery
• Relationship
• Technical
• Management

Clarity

• Protect and Reinforce

• Vision
• Dangers, opportunities strengths
• Current status
• Cost/benefit of indecision
• Values, attitudes preferences
• Key goals
• Unique journey
• Strategy risk tolerance
• Complexity threshold
• Cognitive ability
• Team competence
• Team unique ability
• Tax and economic climate

• Asset Protection
• Risk Management
• Wealth Transfer
• Philanthropy
• Tax Management
• Resource Management
• Business Transition
• Asset Acquisition
• Asset Disposition

• Project Management
• Communication Management
• Knowledge Management
• Cost/Benefit Analysis
• Conflict resolution

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