CLIENT SUCCESS

At Naples Global Advisors (NGA), we have what is called the Sundown Rule. We never let the sun go down without returning a client call. At 4:00 p.m. on a Friday afternoon, that rule was top-of mind when our representative returned to his office from a meeting and discovered a voicemail from a client, Ray. Putting aside the weekend plans ahead, he promptly returned Ray’s phone call. After addressing business matters, Ray began to share an unrelated story from earlier in the week.

After losing the love of her life and husband of over 60 years, Bonnie was newly widowed and unequipped to navigate the decisions ahead of her. Not uncommon for the generation, Bonnie’s husband had exclusively handled their financial and business matters throughout the years, and she needed help sorting through the myriad of paperwork involving bank accounts, trust accounts, and insurance policies. Bonnie also sought assurances she had enough to live on and to fulfill their planned family legacy transfers.

Clara and her family have been long-time clients of Naples Global Advisors (NGA). Our initial wealth management plan optimized their two primary assets: 1) a portfolio of liquid investments and 2) a shopping center located in Central Florida. The portfolio was designed to grow and compound, while the real estate provided a strong, predictable cash flow that funded living expenses. For nearly a decade, the plan worked extremely well. But when the 2020 pandemic hit, everything changed.

At Naples Global Advisors (NGA), we are far more than wealth advisors. We develop genuine relationships with our clients and care about both their investment and life goals. We are attuned to their habits and recognize patterns in their financial activities, including when, where, and how they typically request money. So, when our long-time client, Bruce, began to act outside of his usual pattern, we noticed.

Like many who discover Naples Global Advisors (NGA), Sam was referred to us by someone who understood that the sophisticated investment approach and personalized service we provide was just what Sam needed to prepare for the future. The President of a S&P 500 company, Sam had accumulated a significant level of wealth with concentrations in his company’s stock but was now positioning for retirement. Diversifying risk and planning for the transfer of wealth to his children one day were top priorities.

Retired from a successful career in commercial real estate, John was referred to Naples Global Advisors (NGA) by another client. He was an astute real estate investor and that skill carried over to the management of his public investment markets accounts over the years. Now in his early 90s, he sought NGA’s assistance to manage his $3.5 million of taxable trust assets. At his stage in life, estate planning was a priority concern for John. He wanted to ensure that his wealth would be smoothly transferred to his three children, maximizing the value and minimizing the tax burden.