The Lauren Family: A Story of Crisis and Continuity

Our Journey with the Lauren Family

Introduction

Family in Crisis

  • In a time of crisis, we were introduced to the Lauren family. The matriarch of the family faced a rapid decline in her health, raising concerns about the family’s future.

Introduction

Family in Crisis

  • In a time of crisis, we were introduced to the Lauren family. The matriarch of the family faced a rapid decline in her health, raising concerns about the family’s future.

Concerns and Challenges

Legacy at Risk

  • With her children busy managing their own families and careers, there was uncertainty about who would take over the family business and oversee the substantial estate. The original source of their wealth had been sold years ago, and her partner’s health had deteriorated due to his service to our country.

Concerns and Challenges

Legacy at Risk

  • With her children busy managing their own families and careers, there was uncertainty about who would take over the family business and oversee the substantial estate. The original source of their wealth had been sold years ago, and her partner’s health had deteriorated due to his service to our country.

Seeking Help

Turning to White River Consultants

  • In her pursuit of continuity, the matriarch reached out to us for assistance. With her sharp and organized nature, we swiftly gathered and prioritized essential documents, establishing a comprehensive family database.

Seeking Help

Turning to White River Consultants

  • In her pursuit of continuity, the matriarch reached out to us for assistance. With her sharp and organized nature, we swiftly gathered and prioritized essential documents, establishing a comprehensive family database.

Solutions

Building a unified team

We introduced ourselves to the wider family and collaborated with their financial, legal, and tax teams. Together, we worked on ensuring that the family’s intentions and plans would be executed seamlessly.

Transition and relief

Over the next three months, we made necessary updates, clarified asset transfers, and involved one of the daughters in the family’s business operations. This collaborative effort significantly reduced the matriarch’s uncertainty and stress.

Ensuring last wishes

As the matriarch’s health declined, we provided full-time healthcare advocates and partnered with a specialized planning firm to fulfill her final wishes. Her passing was peaceful, as she had desired

Estate Settlement

We successfully settled her estate and continue to work closely with the Lauren family, handling day-to-day matters as they focus on managing the family business.

A meaningful Partnership

Our journey with the Lauren family has showcased the value of long-term relationships. Whether a brief encounter or a lasting connection, we cherish every opportunity to be a part of our clients’ stories.

Solutions

Building a unified team

We introduced ourselves to the wider family and collaborated with their financial, legal, and tax teams. Together, we worked on ensuring that the family’s intentions and plans would be executed seamlessly.

Transition and relief

Over the next three months, we made necessary updates, clarified asset transfers, and involved one of the daughters in the family’s business operations. This collaborative effort significantly reduced the matriarch’s uncertainty and stress.

Ensuring last wishes

As the matriarch’s health declined, we provided full-time healthcare advocates and partnered with a specialized planning firm to fulfill her final wishes. Her passing was peaceful, as she had desired

Estate Settlement

We successfully settled her estate and continue to work closely with the Lauren family, handling day-to-day matters as they focus on managing the family business.

A meaningful Partnership

Our journey with the Lauren family has showcased the value of long-term relationships. Whether a brief encounter or a lasting connection, we cherish every opportunity to be a part of our clients’ stories.

We sometimes get to be a part of a person’s life for a short time and others for many, many years. We value both equally and are grateful to be a part of the Lauren family story.

Contact Us

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To get started, you can outline your availability in the form below. If you have any questions or specific inquiries, feel free to reach out directly to Christi, our dedicated wealth management expert.

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