Crosspoint Consulting, Inc.

Description

Our senior partners and financial analysts work together to help families with tough financial decisions required in protecting total family assets. In fact, it is common for the firm to work with three or four generations in the same family. Over the years, we have found that by coordinating gifting, estate planning, and asset transfers between generations, it allows the family to save legal expenses, taxes, and family confusion in later years. Our clients usually work with several individuals in our firm. There is usually a senior partner who knows the family well and is involved in most large financial decisions. There would be a financial analyst who assists in gathering financial data and preparing reports. Other partners in the firm may also help in specific situations where they have special training. With this level of service, our clients know that they are working with a comprehensive financial advisory firm that cares about the family's personal goals and protecting their...

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