Help, I’m On My Way to Cuba


Ted and Margaret have significant wealth. They are very social in their retirement years and they absolutely love to enjoy life –

whether on trips around the world, honing their amateur photography skills, sitting on the boards of foundations or just enjoying a good bottle of wine with dear friends.  Even though Ted spent decades in the financial services industry, he desired to seek professional assistance for personal wealth management advice – tax guidance, investment recommendations, financial planning and estate planning.  They wanted one team to call for any financial detail that might arise, no matter how small or how large – even for something as simple as helping them get the best exchange rate on the Cuban peso encountered during one of their many worldly trips.  They worked hard all of their lives, and it was now their time to sit back and enjoy it, leaving the details and work to their advisors.

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