Our unique Woodall Wealth Management approach starts with an overall view of a family’s wealth. Wealth is more than just investments. It includes all assets and liabilities, such as a family business, a home, real estate investments, and we cannot stress this enough, human capital. What is human capital? It’s the unique experiences and education you’ve had over your life that allow you to give back to your community and it doesn’t end when you decide to retire. Here, we start with the premise that the management of your net worth must be planned and managed on an integrated basis. Just like a successful business brings together disciplines to work cooperatively (eg. sales and marketing, accounting, finance, operations, legal, etc.), family wealth must also take a coordinated approach to their affairs. Many families and businesses have leveraged at some point an individual for tax, legal, insurance, and investment issues. However, there is often very little coordination among these professionals, often resulting in an unconnected mix of investments, strategies and services that may not meet the family’s objectives. Our role, at Woodall Wealth Management is to create a family office for you. A family office’s mission is to develop an integrated plan for family wealth, and then identify areas requiring specific expertise and attention. Typically, we work with our clients’ existing accountants and lawyers, especially where a trusted relationship has existed for years. If our clients don’t have a trusted advisor in a particular discipline, we will introduce them to professionals from our network of specialists, who we believe can best meet their needs.