The three Founders of VHNW Affiliates have close relationships with other leading planners and with major law and accounting firms, and are able to arrange the particular expertise needed to successfully implement advanced planning strategies. Wealthy clients have long had a difficulty in finding credible and efficient advanced planning solutions. Often, such planning is not well-integrated, i.e., the accountant does his thing, the attorney does his thing, the financial planner does his thing, and the client is left with a patchwork of planning that might be fair when viewed in its separate parts, but viewed together is an inefficient mess. Professional advisors have also had difficulty finding real assistance in providing advanced solutions for wealthy clients. VHNW Affiliates was assembled by combining the talents of the several existing and successful planning groups in which Adkisson, Molnar and Riser had a hand to make a broad range of advanced planning services available to wealthy clients and their advisors through a single source.
Planning is customized to the client's specific needs and is tightly integrated.
We work with other planners as partners, involving them in the planning and implementation processes, allowing local planners to do as much as possible within his or her own geographical or professional limitations. Member firms of VHNW Affiliates handle the planning and implementation of advanced strategies, providing input and assistance as needed to efficiently integrate the planning into the client's everyday business operations. We do not try to force wealthy clients into solutions meant for less wealthy persons. Rather, we often use sophisticated and time-tested planning strategies designed for large corporations, and modified to accommodate the needs of wealthy individuals clients. We are often the innovators of unique solutions and are intimately familiar with the legal and accounting strategies involved, as opposed to marketers who sell canned strategies for other planners, or planners who try to copy the strategies of other planners based on what they have gleaned from marketing materials or phone calls posing as a potential client.