Important topics for Financial Professionals to provide clarity and best-in-class advice

assets not on financial statements

obscurity on entities (trusts and businesses)

non-traditional financial instruments (non-marketable securities, investments in real estate, split interests, business interests, private debt, private placement, captive insurance policies, crypto, and currencies)

clarity in "control" (ownership is often less important than control)

display complexity to simplify and engage all parties

the utility of added reports for life's "financing moments": balance sheet, beneficiaries, policy summary