Fairscale Capital is a private wealth management firm specializing in the complex needs of high-net-worth families, individuals, and business owners. We manage multi-asset-class portfolios, rigorously model long term planning needs, and integrate with our clients on a deeper level. We are family focused fiduciaries and manage across multiple generations. We transform the client experience by offering low fees and a white-glove level of service.
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Guiding You Through Divorce
We help individuals, families, and their legal counsel through high-net-worth and complex divorces. We either represent one side or collaborate with both, but ultimately support their efforts from a sophisticated perspective. Our ability to model data, analyze valuation metrics, and represent from a position of financial expertise is incredibly valuable. Below is a few of the key areas that we help with:
Divorce Preparation
- Build appropriate valuation tables for complex assets such as executive stock options, private and foreign investments, insurance, real estate, marketable securities, family businesses, and various types of retirement plans, etc.
- Assist with the development of an organizational system for critical documents and data-gathering.
- Generate baseline cashflow and expense forecasts to support the completion of the financial affidavit and create a foundational outcome of where settlement negotiations may begin.
Divorce Negotiations
- Evaluate alternative settlement proposals and analyze the cause & effect to determine if the results can maintain the same standard of living post-divorce.
- Leverage planning technology to design ‘what-if’ scenarios on all possible outcomes like child care, college expenses, spousal support, renting vs. buying a home, etc., project cashflows post-divorce, and explain how those projections influence future longevity, etc.
- Manage expectations and emotions through education on the decision-making process and the financial reality of their situation.
- Illustrate various long-term impacts of each settlement offer.
Post-Divorce
- Formulate strategies to implement and monitor a full wealth plan such as reviewing and tracking expenses, withdrawal and liquidation tactics, income replacement, new account funding and titling, and creating investment structures for their portion of the marital settlement.
- Execute a framework that strives towards financial independence through high-touch wealth counseling.
- Deliver a ‘white-glove’ and ‘personal wealth manager’ service model during these challenging life-moments.
Details Matter
We will work with you to make financial decisions based on exhaustive analytics and a truly customized plan. Those decisions are driven by our unique process.