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Someone has to hold the whole thing together.
Attorneys draft. Accountants advise. Appraisers value.
Auction houses sell. Estate Transition Coordinators
manage all the moving parts between them.
LED BY BARRY W. FINKELSTEIN, ESQ.
26 YEARS OF HNW/UHNW ESTATE PLANNING
THROUGHOUT SILICON VALLEY
THE LEGAL AUTHORITY MAY BE CLEAR.
THE EXECUTION RARELY IS
Administering significant estates with multiple properties, large collections, businesses and specialized assets involves fiduciaries, emotional beneficiaries and a transition team of highly qualified professionals all requiring specific attention at the same time. Without a commensurate level of coordination, valuable assets, time and family relationships get lost.
THE OPERATIONAL LAYER BETWEEN THE FIDUCIARY, BENEFICIARIES AND THE TRANSITION TEAM.
We facilitate post death transitions of complex estates by improving communications between the administrator, beneficiaries and the transition team during what is usually a challanging process. Getting the estate inventoried and appraised, maintaining clear communication channels, developing the transition strategy, facilitating next steps and keeping the narrative consistent for everyone is how we transform complexity into completion.
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