I am looking for a financial professional with some specific skills and
expertise:
The marital estate is approximately $10 million. The husband is in
Connecticut (near New York) and the wife is in Asheville, NC. Both are at
retirement age. Their values about how to invest the money are very
different. Wife would like to invest only in socially responsible companies.
Wife is interested in exploring options for setting up a nonprofit that
funds something like an environmental project and/or alternative energy.
Husband wants to make sure the grown kids are taken care of. Many of the
assets have been held a long time and the gains are high. So, we need
someone who is able to help fit the pieces of the puzzle together in the
most advantageous way for all. They are very amicable and want to stay that
way.
Who do ya'll recommend?
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