Our Unique Approach to Planning
In contrast to other firms, Alperin Law & Wealth provides a unique and seamless integration of estate planning, financial planning, tax planning, and asset protection, helping you draft a holistic plan aligned with your goals and aspirations. Experience simplicity and transparency through Alperin Law and Wealth's comprehensive estate and financial planning.
The "Traditional" Approach
Much like conducting a symphony, orchestrating financial and legal services requires you to assume the role of a conductor. You assemble a team of trusted professionals to address individual key aspects like estate planning & asset protection, tax planning, financial planning, risk management, and investment management. Each expert plays his or her instrument to perfection, and your role is to ensure the harmonious coordination of their efforts, trusting that the collective performance will lead you to your desired outcome.The Problem with The Traditional Approach
While assembling a team of individual experts for your financial and legal needs is like conducting an orchestra, lacking coordination among them can disrupt the melody of your overall plan. Picture the tax section playing out of tune with the investment section – it could lead to unnecessary tax burdens. Similarly, misalignment of the legal segment may introduce legal risks and uncertainties.
This scenario introduces unnecessary risks and roadblocks to your financial success. We often hear this unfortunate symphony when clients approach us after making financial decisions without prior consultation. If we had been part of the ensemble earlier, we could have orchestrated a more harmonious financial outcome. Being your own conductor doesn't just risk avoidable mistakes; it leaves you navigating unfamiliar challenges alone.
Even successful business owners and investors, while managing, still make costly mistakes and overlook lucrative opportunities due to a lack of holistic guidance. Unfortunately, they often remain unaware of the potential benefits they forfeit by going solo in their "financial symphony."
The Solution
The wealthiest Americans sidestep concerns about inconsistent advice from different financial and legal services providers by bypassing the retail market entirely to set up a “Family Office” solely dedicated to managing their family’s finances. This comprehensive approach takes charge of every aspect of the family’s affairs: accounting, legal, tax planning, financial planning, risk management, and investment management. Instead of listening to product pitches, and relying on separate advisors, these wealthy families find a single trusted professional to coordinate “best of breed” solutions in each category.
The challenge, however, lies in the fact that establishing, staffing, and maintaining a family office is expensive, typically accessible only for families with $30 million or more in assets. The estimated number of family offices has grown exponentially over the past decade. Despite the increasing recognition of the value of the service and coordination provided by the family office model, this option remains prohibitively expensive for the majority of investors.
Enter Alperin Law & Wealth—A More Affordable Gateway To Expert, Comprehensive Support, Protection, And Personalized Solutions
Alperin Law & Wealth can bring harmony to your financial and estate planning symphony - taking all the core financial and legal services that successful business owners and investors need – estate planning & asset protection, tax planning, financial planning, risk management, and investment management – and putting them under a single, integrated umbrella. With our holistic approach to financial and estate planning, you can be sure that every section will be playing in perfect sync, bringing lasting financial prosperity and peace of mind.
In-Person or Virtual Meetings for Your Convenience
The Alperin Law & Wealth team is available at our conveniently located offices in Virginia Beach, Norfolk, and Suffolk, VA to assist clients throughout the region. Our team is also available to meet virtually for clients across Virginia and North Carolina. Schedule a free 15-minute call today to explore how we can support your financial planning and investment needs by calling (757) 490-3500.
