Ultra-high-net-worth families are not short on expertise. In most cases, you already have trusted advisors, sophisticated strategies, and a long history of making well-informed decisions. But experience can sometimes create a blindspot: the assumption that everything is aligned simply because each piece was executed well.
That assumption can come at a cost.
The financial blindspot is not about gaps in intelligence. It is about the risks that emerge when smart decisions are made in isolation. At Finley Davis, we work alongside successful families to help them avoid these blindspots by making sure advice is integrated, timely, and relevant to their evolving lives.
What the Financial Blindspot Really Looks Like
The financial blindspot shows up in ways that are not always obvious. You may have a perfectly constructed estate plan, but if your investment assets are not titled appropriately, your intentions may not be carried out. A tax-efficient charitable strategy may reduce liabilities now, but it might create unintended constraints on future liquidity.
This is where the value of integrated advice becomes clear. Even with top-tier professionals in place, fragmented decisions can create missed opportunities or even costly outcomes.
Examples include:
- Business interests not aligned with succession or estate plans
- Philanthropic goals that do not match the long-term financial structure
- Overlooked risks due to assumptions about coverage or asset protection
- Disconnected strategies that prevent true coordination
You may have already done the work. Our role is to make sure it continues to work together.
Why Timely Advice Creates Better Outcomes
Financial blindspots often surface at the worst times. Families may uncover problems only during a liquidity event, a generational transition, or a major life change. That is why our focus is not just on what has been done, but on what needs to be revisited as your world evolves.
At Finley Davis, we believe the cost of incomplete or outdated advice is too high. That is why we help clients receive the right advice at the right time, not just once but continuously.
This might include:
- Reviewing old structures under current tax law
- Connecting legal and financial documents with current asset locations
- Reassessing charitable vehicles based on updated goals
- Coordinating with existing professionals to eliminate friction and find new efficiency
We do not replace your team. We enhance your results by making sure the full picture is considered.
Adding Value Without Disruption
For many UHNW families, the idea of bringing in another voice may feel unnecessary. But a fresh, strategic review often uncovers opportunities that otherwise would not be seen.
Our process is consultative and respectful of the expertise already in place. We offer a second set of eyes to help ensure the work you have already done remains aligned with your goals, your family, and your future.
You know a lot. We help ensure nothing is overlooked.
Connect with our team for a strategic review.
—-
Investment Advisory Services offered through RiskBridge Advisors, LLC d/b/a Finley Davis Private Wealth (“RiskBridge”) (RB) or Lion Street Advisors, LLC (LSA),registered investment advisers with the SEC. Registration does not imply a certain level of skill or training. Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC, through Finley Davis Financial Group, Inc. (FDFG). RB and FDFG are not affiliated with LSA or LSF.
The opinions / strategies above are for general information only, are not intended to provide specific advice or recommendations for any individual and may not reflect those of Lion Street Financial LLC.
There is no guarantee that the investment objectives will be achieved. Moreover, past performance is not a guarantee or indicator of future results.
Personnel of Risk Bridge Advisors, LLC (“RiskBridge”) prepared this material. The views expressed herein do not constitute research, investment advice, or trade recommendations. RiskBridge may, from time to time, participate or invest in transactions with issuers of securities that participate in the markets referred to herein, perform services for or solicit business from such issuers, and/or have a position or effect transactions in the securities or derivatives thereof.
This material is distributed for informational purposes only. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed, and RiskBridge makes no representation as to its accuracy or completeness. Any opinions, recommendations, and assumptions included in this material are based upon current market conditions, reflect the judgment of RiskBridge as of the date indicated, and are subject to change without notice. You acknowledge and agree that RiskBridge is not obligated to provide any additional information or update such information in making the information available. Securities and/or indices highlighted or discussed in this communication are mentioned for illustrative purposes only and should not be construed as investment recommendations. All investments involve risk, including the loss of principal. Before implementing any strategy, consult with a qualified financial adviser and/or tax professional. This information is not intended to provide investment, tax, or legal advice, and this material is not to be relied upon in substitution for the exercise of independent judgment. This material is not to be reproduced, in whole or part, without the written consent of RiskBridge.
RiskBridge, Lion Street Financial, LLC, and Lion Street Advisor, LLC do not provide tax and legal services.