Marital Changes:
Both new marriages and the dissolution of existing marriages rank as two of the most stressful events in one's life. The Starratt Team specializes in walking clients through the process.
Whether it is a discussion on how to ensure both partners are protected as they enter into a marriage or whether it is to ensure that people are treated fairly in the case of a divorce, we are here to help. Our expertise extends to working with professionals in the field who understand what it is like to combine or split one's assets. We also ensure that investments are managed through our Income Replacement Program as appropriate.
Business Succession:
You are now at the stage in your business where you need to turn your mind to the future. The Starratt Team works with clients to ensure that their plans are accurate, meaningful and up to date. Whether you are dealing with the unique challenges of transitioning the business within your family or you are approaching the outright sale of your business, we are here to help you plan.
We work with a network of business professionals, providing valuation, accounting, and financing expertise, always ensuring that we are working towards your interests. As you move to the stage in your life after your active business involvement, we make certain that your investments are managed through our specialized Business Income Replacement Program. This program provides focus so that all your income needs are met as you continue to enjoy the fruits of your labor.
Retirement:
Our experiences tells us that the financial part of retirement usually consumes a relatively small part of the discussion. There are many "soft" issues that people have to consider before deciding to stop working or changing their career.
The Starratt Team works with clients to explore ALL of the issues surrounding retirement. Through our Retirement Income Replacement Program we work with you and your family to ensure you have the income you need to continue on your life path.
Philanthropy:
The Starratt Team are experts in working with successful families in developing their philanthropic strategies for how they wish to continue to make a difference in their local communities and around the world.
We work with families from the early stages, beginning with how to set up foundations and endowments, through the selecting of an appropriately planned giving program, to the eventual transition of the endowment or foundation to the next generation.
Estate Planning:
How clients leave their legacy to other is an important part of the planning process. The Starratt Team are experts in providing solid, proven advice to their clients on how to implement their wishes to ensure that the transition of their wealth to the next generation is done with ease and structure.
We work with many of the top lawyers and financial planners in the country to ensure all of your needs are met. In addition, Richardson GMP's Wealth and Estate Planning Team provides extensive advice when it comes to how to prepare for the transition of your assets.
