At Donaldson Glick our expertise lies in identifying and providing solutions for risks that can potentially prevent the attainment of the goals of our clients, their families and businesses.
Many risks are overlooked by clients due to a lack of coordination amongst their advisors. This is not surprising today as advisors move toward specialty practices, a necessity due to a trend toward an increase in both complexity and the sheer number of available solutions. Therefore, to make sure that your risks are mitigated in the most efficient and effective manner possible, you should look to a professional coordinator — Donaldson Glick.
Donaldson Glick is able to do this by bringing you access to a wide array of specialty service providers and insurance products through our business partners. Our partners are amongst the top tier in their respective specialties.
To ensure that we bring you the best-in-class providers we perform a rigorous due diligence selection process. There are several key attributes we look for: extensive experience servicing clients with complex needs in their area of specialty, a philosophy of transparency, value and cost efficiency while providing concierge level service and having a clearly defined process to determine the needs of and solutions for their clients.
This coordinated approach allows us to deliver the best of both worlds — a boutique feel with high-touch service while delivering the expertise and reach of a large firm. Consequently, we are able to service a broad range of needs for individuals, businesses and trustees with high level service, explanation, diagnostic, and competitive bids that are unparalleled in the industry.
For individuals — this may include; an estate plan review, leveraged gifting discussions, forensic personal and property insurance analysis, deficiency studies, lapse testing of policies and co-payment cost comparisons.
For businesses — innovative ideas for; business succession planning, liability protection, analysis of health insurance, executive carve outs, group and partner life, disability and long term care. Concierge level service for owners and key employees to discuss coordination of employer provided benefits with their own existing planning.
For trustees — we focus on compliance, using systems that reduce risk resulting from a trustee's fiduciary responsibility under the Uniform Prudent Investor Act. This includes web based software for tracking Crummey letters and life insurance policy reviews to benchmark performance.