Client Story

Client Stories

A Client’s Story: Downsizing in a tough real estate market

A retired couple expressed their desire to downsize and relocate to a residential retirement community. They had located a community they liked very much. However, their existing residence would need to be sold in a tough real estate market. They were concerned about the risk of owning two houses at once. We counseled them by

A Client’s Story: An Executive’s abrupt termination and successful transition

An executive in a public company was surprised one Monday morning with a request for his resignation. Caught off guard, one of his first calls was to us. Knowing the stakes involved, we immediately referred him to legal counsel. We prepared a summary of his financial picture with the company, which included a non-qualified deferred

A Client’s Story: Creating a financially secure path for future generations

A widow with an estate in excess of $3 million sought our assistance to organize and simplify her affairs. Her financial assets, spread among more than fifty individual stocks and concentrated in just a few, needed diversification to reduce risk. She was charitably inclined. We suggested she consider establishing a charitable remainder trust to defer

A Client’s Story: Creating a financially secure path for retirement

A female head of a high profile Nashville institution was keenly aware of the importance of timing in leadership change. It was important to her that the institution, whose profile she raised, transition smoothly. She and her husband had been clients for several years leading up to her retirement. During the pre-retirement period, we kept