Collaborating to help a high-net-worth client

For years, a high-net-worth client has relied on Wipfli’s services in tax planning and compliance, as well as estate and gift tax planning. The client has been very pleased with the high level of attention and service provided by Wipfli.

The challenge

Due to health-related concerns, the client began needing more assistance and professional attention with investment and financial matters. Dissatisfied with their current investment and financial services, the client called Wipfli for recommendations for replacements.

The solution

Wipfli first attempted to reconcile the differences between the client and the current investment and financial services provider. In the process, the client determined that the relationship was irreparable and again asked Wipfli for a different solution.

Wipfli then consulted with the client about other options, including Wipfli’s extended coordinated services through a joint venture with affiliate Wipfli Financial Advisors. The client was very excited to hear about the fully integrated family office services Wipfli and Wipfli Financial could provide, including:

  • Trusted investment advice
  • Bill pay assistance
  • Periodic transfer of funds when requested
  • Coordinated financial, tax and estate planning services

The client had interviewed a number of other financial and investment service providers (e.g., brokers, trust departments, banks). Finding none as fully integrated and competitive as Wipfli and Wipfli Financial, the client signed on immediately.

The results

The client is able to relax knowing that all the investment, financial and tax complexities are being taken care of through Wipfli and Wipfli Financial’s integrated services. The synergistic and coordinated services provided by Wipfli’s private client team and the Wipfli Financial Advisor team are allowing the client to concentrate on staying healthy and living life to the fullest. 

 

Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services, fees and conflicts of interest is set forth in Wipfli Financial’s current Form ADV Part 2A brochure and Form CRS, copies of which are available from Wipfli Financial upon request at no cost or at www.adviserinfo.sec.gov. Wipfli Financial does not provide tax, accounting or legal services. The views expressed by the author are the author’s alone and do not necessarily represent the views of Wipfli Financial or its affiliates. The information contained in any third-party resource cited herein is not owned or controlled by Wipfli Financial, and Wipfli Financial does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Wipfli Financial of the third party or any of its content or use of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner, investment advisor, attorney or other professional.