As Senior VP of Sequoia's Family Wealth group, one of the best parts of my job is bringing clarity to intricate financial situations. Working with the Family Wealth team allows me to help high net worth individuals, entrepreneurs, and multi-generational family businesses sort out their complicated situations and plan for their ultimate goals.
After developing customized investment strategies and wealth transfer plans, I regularly re-evaluate clients’ objectives to ensure I am working to help drive results based on their planning strategies.
I enjoy navigating challenges and helping people work to reach their financial goals and pride myself in being a great team player. My background as a tax planner, advisor, philanthropic gift and financial planner help to make that opportunity possible.
January 7th, 2020 | 9 mins 56 secs
business, business owner, charitable contributions, charity, donations, donor, entrepreneur, gifting, selling my business
Join Sequoia's Sequoia's Senior Vice President of Family Wealth, Don Laubacher to learn how to make charity a part of the sale of your business. Wondering if it makes sense to transfer a portion of the business to a charity prior to the sale? Doing so, compared to gifting cash after the sale, could offer excellent opportunities for both donors and charities, but it's a complex process that must be approached with great care.
May 1st, 2019 | 6 mins 25 secs
certified financial planner, cfp, commission based, fee based, finance, financial planner, financial planning, registered investment advisor, retirement, ria, savings, wealth, wealth management, wealth planning
Although many different labels are used, there are really just three types of financial advisors in the industry:
- Fee-based and
- Independent and fee-only.
While there are excellent advisors in all three categories, and there is a place for each in this field, it is important for any informed consumer to understand how each is compensated, and how that can impact the advice the advisor delivers.
October 1st, 2018 | 6 mins 19 secs
charitable giving, estate planning, family wealth, financial planning, generational planning, trust, trustee, trustee support
Join Sequoia's Vice President, Don Laubacher, as he addresses questions and concerns about serving as trustee, including trustee duties and potential risks that must be handled properly to protect both your trustee and the trust. The good news for trustees? They’re not alone.