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Evan & Kelly

52 and 49 years-old
Medical Device Company Owners

Key Concerns:

preparing for the company’s sale
ensuring tax efficient solutions

A year ago Evan and Kelly were about to be catapulted into a new level of wealth and were feeling overwhelmed. Evan had spent the last two decades building a successful medical device company and was preparing for its sale. He and Kelly knew they needed a firm experienced in more complex wealth management matters than those they’d been working with previously. But finding a firm that could manage this influx of liquid capital proved to be more stressful for Evan than building his company.

Delphi Private Advisors has a long track record of working with clients who have achieved significant wealth through a liquidity event. Our transparency, along with the absence of any of the conflicts of interests that can exist in banks and brokerages, is designed to provide clients like Evan and Kelly with a deep sense of trust. Our team members have the background and expertise to be part of the larger business sale advisory team if necessary. Working collaboratively, we can help clients achieve their goals both with regard to the sale itself and the larger picture of their family’s future.

Many clients who have successful liquidity events hope to share some of their newfound wealth with their children and charities. Delphi can help these types of clients identify their giving capacity as well as assist in coordinating the sale through personal wealth management strategies. Additionally, our emphasis on tax efficiency can help improve the long-term outcomes of these implemented strategies.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION

Please Note: The above Case Study is hypothetical and does not involve an actual Delphi client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Delphi is engaged, or continues to be engaged, to provide investment advisory services.