Partners · Wealth Advisors
Wealth advisor forensic accounting referral
Protect your clients' wealth from the risks you cannot see on a statement.
Wealth advisors build long relationships. When a client faces a divorce, a family business sale, a vulnerable parent or a suspicious investment, you need someone who can follow the money. We give your clients the facts and give you a trusted forensic partner.
When to call us
- A client shows signs of elder financial exploitation
- A client is divorcing and owns a business or complex assets
- A business-owner client is planning a sale, succession or gift
- A client is weighing a private investment and wants due diligence
Quality of earnings report for business-owner clients
Elder financial exploitation, divorce analysis and valuation
- Elder financial exploitationTrace withdrawals, transfers and changes to accounts or beneficiaries.
- Divorce financial analysisValue the marital estate, trace assets and understand the after-tax effect of a settlement.
- Business valuationDefensible values for succession, gifting, estate and exit planning.
- Fraud investigationInvestigate suspected theft or misappropriation affecting a client.
- Quality of earningsTest the earnings of a business your client plans to buy, sell or invest in.
- Fraud prevention trainingHelp clients and their families recognize scams and protect themselves.
What you gain
Protect client assets
Spot and stop exploitation and misappropriation sooner.
Deepen trust
Show clients you can bring the right expert when something goes wrong.
Plan with confidence
Base succession, gifting and exit plans on a defensible value.
How we work together
- You remain the client's trusted advisor. We provide the forensic work.
- We can work through the client's attorney to keep the work protected.
- We explain results in plain language that clients and families understand.
- Fees and scope are set before we begin.
- Every engagement is confidential.
Add a forensic accountant to your team.
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