CASE STUDIES FOR

Individuals & Families

The accumulation of wealth requires years of hard work. But once that wealth has been amassed, an entirely different set of challenges arises: preserving it, deploying it wisely and in a manner consistent with a family’s core values, all while remaining well diversified, maintaining adequate liquidity, and minimizing taxes, to name but a few. And beyond all that, carefully formed plans need to be implemented to ensure a smooth transfer to the next generation. Each of these challenges is daunting; some can be emotional. And when market and economic volatility are factored in, they become more complex still.

The following two case studies showcase how Mantell Advisory has successfully helped individuals and families achieve their financial and familial objectives in good and, perhaps more importantly, not so good, times.

CASE STUDIES FOR

Individuals & Families

The accumulation of wealth requires years of hard work. But once that wealth has been amassed, an entirely different set of challenges arises: preserving it, deploying it wisely and in a manner consistent with a family’s core values, all while remaining well diversified, maintaining adequate liquidity, and minimizing taxes, to name but a few. And beyond all that, carefully formed plans need to be implemented to ensure a smooth transfer to the next generation. Each of these challenges is daunting; some can be emotional. And when market and economic volatility are factored in, they become more complex still.

The following two case studies showcase how Mantell Advisory has successfully helped individuals and families achieve their financial and familial objectives in good and, perhaps more importantly, not so good, times.