Spurstone Partner, Tim Golas, was recently profiled in the Wall St. Journal Wealth Advisor. This area of the Journal covers a range of topics relevant to investment and private wealth management, occasionally highlighting prominent wealth managers throughout the U.S.
For this piece, Tim was interviewed by journalist Kelly Kearsley to discuss a unique client scenario within our executive clientele. Tim shared the story of a client family who we consider ourselves very fortunate to be in the position to help as extensively as we do. While keeping a rigorous focus on client privacy, they were able to examine a complex scenario that presented itself to this family, how we have worked with them through the event and how we continue to work to protect and grow their wealth.
By sharing these stories, we hope to shed light on difficult obstacles many families face, regardless of financial stature, and provide ideas as to how they can improve their own situation.
Click here to read the Wall St. Journal article.
Enjoy the article and let us know your thoughts!
*This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing. We suggest that you discuss your specific tax or legal issues with a qualified tax or legal advisor.