No one likes to think of worst case scenarios before a trip, but there are certain estate planning documents you should have in place before you leave.

True net worth is about more than your portfolio, it’s about those physical assets, often deeply treasured assets you have inherited.

In previous posts we have mentioned the importance of keeping a detailed #inventory of your #physicalassets as they are part of a comprehensive #estatemanagement and/or #successionplan. When it comes to #collectibles like wine, such a catalogue can also inform your future purchases or sales. #physicalassetmanagement #wine #property #operations #business #fintech #success

Uniting team members with easily accessible information utilizing streamlined processes to achieve consistent results

Our platform facilitates communication, guaranteeing the secure sharing of sensitive information, & bringing fragmented teams together!