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Your Values. Your Vision. Your Goals.®

Advisor Collaboration

With well-organized teamwork, wonderful things can be achieved.

Working with an advisory team coordinator such as Superior Planning allows each specialist to concentrate on their area of specialization as it relates to the plan as a whole. Without the burden of managing the team, they are free to interact with the other team members and focus on the client’s dangers and opportunities. With each specialist devoting their efforts to the manner in which their contribution adds to the integrity of the plan as a whole, the likelihood of superior results is greatly increased. Also, working with other specialist as part of an organized team enhances the relationships between team members and their ability to work together in the future.

Advisors Rarely Around the Same Table

Most families have a trusted advisor or two they depend upon for guidance when developing plans, and making important decisions.

They may turn to their CPA for tax planning; attorney for estate planning; banker for loans or cash flow advice; and, a wealth manager for investments and insurance.

All are extremely important in their individual specialty. However, rarely is a team coordinated by a third party that has the expertise and experience to do so and also has a complete understanding of the family’s values, vision, and goals.

Coordinating the Team

The advantages of an orchestrated advisory team to the family are considerable. They are similar to the benefits one might enjoy from working with a general contractor who is adept at getting things done on time and under budget.

An experienced facilitator will keep the family wealth planning process moving to the completion of each goal. Acting as the center point of all planning and implementation activity, the effective “family office” Planning Officer can make the experience easier, more fun and also save the family time and money.

Why Collaborate?

In today’s complex world of multiple specialized advisors, coordinating an advisory team is more difficult and confusing than ever.  Most families would not think of acting as a “General Contractor” when building a house.  However, most family leaders still interface alone with each advisory team member in building their family wealth future.

Until recently, such advisory coordination on behalf of the family was only available to those families who could afford a family office staff dedicated to the task.  Superior Planning is a pioneer in the new arena of providing families with family office aggregation, oversight, synchronization and facilitation at an affordable price, all the while utilizing your existing advisory team members.


A family office is not a replacement for productive advisors and long-term trusted relationships.  On the contrary, it is an enhancement that liberates these highly effective specialists to focus on their areas of specialization while improving collaboration and productivity among the group.

Return on Investment

Just as the very super rich expect significant returns on the investments in their family offices, you should expect the same from yours. Some potential benefits include:

  • Clarity – Discussing your desired results in an objective, big-picture context beforehand with an experienced facilitator helps you discover, crystallize and communicate your vision and purpose to your advisory team members.
  • Saves Time – A family office that knows who you are, what you want and how to speak the language of your advisory team members can interact in an efficient, timely manner.
  • Saves Money – An experienced family office team, capable of communicating with all the various specialists, in their language, can dramatically reduce unnecessary fees and costs.
  • Better Results – A synchronized team of specialists, collaborating in an organized manner, builds upon the individual strengths of each member. Such synergy has proven to be the most effective method available to solve complex problems and develop creative alternatives.
  • More Fun – Our clients tell us they like doing things this way. It gives them a feeling of control and understanding that moving from specialist to specialist lacks. When faced with clearer choices, the good and bad choices are more obvious leading to more confident, less stressful decision making.

Your Advocate

Having an advocate, a firm made up of dedicated, experienced professionals, working closely together on your behalf is a new, easier and more productive way to plan for and realize your vision of your financial future.

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