Building Relationships

Our clients often arrive already having considered the usual.  Clients and their advisors find us to consider their circumstances and objectives and to develop the unusual after traditional financial solutions have been determined to be unsatisfactory.  We do not seek different, but sometimes different is what is required to achieve the articulated outcome, delivering extraordinary solutions.

“Every plan and program we do adopt and introduce to a client is fully vetted, almost always used within our own companies and our own personal planning and built to be supported for the expected life of each such program.”

-Josh Gottlieb

We do not enter into transactions; we build relationships. We facilitate transactions at times to build the relationship and to commit to ensuring that our relationships are well served, heard and understood.  We proactively work to build solutions, not waiting until asked.  

We rarely simply adopt an idea, a plan or a strategy.  While not all of our ideas and programs are invented internally, every program we consider undergoes and must pass through a rigorous diligence process before it is ever considered for a client – internally and with external expert advisors.  

Like Wayne Gretzky, we do not skate to where the puck is; we skate to where the puck is going to be.  Anticipatory planning is in our DNA and the operative basis for all of our client work throughout each of our companies. This is the difference, the edge and the basis for our extraordinary retention of clients.  This is why Gottlieb is, for many advisors, the secret weapon they reach for when conventional planning is not enough.