At The Andriole Group, Advisor-to-Advisor consulting is a way for us to work collaboratively with other trusted advisors to help enhance the end-client experience. We typically engage with legal and tax advisors to support their clients’ wealth management needs, including financial asset, risk and strategic advisory. We aim to enhance our partners’ offerings to their clients by providing wealth planning on a consultative basis. The end result is a relationship that offers the client additional value and a comprehensive approach to their overall financial success.
We begin our engagement by getting to know the client so that we can understand the existing relationship with his or her trusted advisor. Through our initial due diligence, we formulate a comprehensive plan for their financial future, working collaboratively within the structure developed by the client’s legal or tax advisor.
Our collaborative solution features a defined scope of our engagement, including key deliverables that detail how we work with other trusted advisors; a timeline of our participation, including a schedule of meetings; and a detailed cost of our engagement. We aim to serve as a valued partner to both the legal or tax advisor and the client.
Coordination and Preparation
Short and Medium Term Liquidity Requirements and Long Term Objectives
Stress Test of Client Goals, Objectives, and Resources
Establishment, Monitoring, and Review
Checks, Wires, and Securities-Based Lending
Traditional and Beneficiary
Property and Casualty
Contact us to learn more about our team, our philosophy, and how we can help you build your legacy