Assist advisors in developing advanced, dynamic cash-flow models incorporating investment income, operating business distributions, liquidity events, private-investment capital calls and distributions, debt service, taxes, lifestyle spending, philanthropy, insurance, and planned wealth transfers. Serve as a senior wealth-planning resource for the firm's most sophisticated client situations, including those involving substantial private-business interests, complex ownership structures, concentrated assets, private investments, leverage, philanthropy, and multigenerational wealth-transfer goals.