Executives & Business Owners
Executives and Business Owners face unique challenges during the accumulation, transition, and wealth distribution phases of their lives. David DeWolf, Quantum's co-founder, has a unique and in-depth understanding of these challenges from his tenure as both a Chief Financial Officer and entrepreneur. David also has close relationships with many experts who are uniquely qualified to assist executives and business owners from both a quantitative and qualitative standpoint.
Typically, clients come to us as they are going through a transition in their life. Transitions, best described by William Bridges in his novel, Transitions: Making Sense of Life's Changes, are more than just changes. Rather, they are inner reorientations and self re-definitions that help us progress in life.
The psychological effect of a transition depends on many factors, but it is typical for many to miss signs of trouble and to realize that transitions take longer than anyone wants or anticipates. We go beyond the obvious and develop wealth management strategies that preserve a life's worth of accomplishments and avoid mistakes incurred during a transitional phase.
Please see David DeWolf’s white paper, "Managing Wealth With Confidence in Uncertain Times: How Executives and Business Owner’s Thrive," for more information on this topic.
