Management & Acquisition Firm Expands Family Office Services

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With the growth of family office services, WMA Consulting is expanding to include assistance with philanthropic efforts.

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We have helped several of our clients in the area of philanthropy, which is why we would like to now offer this service to all our existing and future cliental

WMA has leveraged their vast knowledge in all aspects of family office to the benefit of their clients. Working with some of the nation’s top advisors in all fields from legal to tax to financial, they have a unique knowledge base that provides their clients’ access to the best practices in each field. This helps give each client peace of mind by leveraging information from current advisors against their database of knowledge to ensure it best matches their specific situation.

It has been Chris and Lynette Walbom's continual goal to always evaluate the whole picture for their clients of high net-worth individuals and families to ensure they minimize their expense and maximize their returns so that they can better enjoy life. With this goal in mind, WMA Consulting has now branched out to include services with philanthropic efforts.

"We have helped several of our clients in the area of philanthropy, which is why we would like to now offer this service to all our existing and future cliental." said Chris Walbom with WMA Consulting. "For example, a client decided to donate land that they owned in a foreign country to a charitable foundation that was going to build a much needed hospital. Due to the complex ownership structure for the land and the foreign country requirements, we coordinated with the client’s US attorneys and tax counsel as well as foreign counsel and tax accountants to ensure that the client received the highest tax advantages in the US as well as reducing the foreign tax liability." Chris concludes (http://chriswalbom.com/), "Our involvement from the beginning of the process allowed the family to provide the means for a much needed hospital to be built without having to involve themselves in the complex details required to make the donation happen."

To learn more about WMA Consulting services please visit http://wmaconsulting.com/

About WMA Consulting:

WMA Consulting is an executive-level consulting firm working solely for high net-worth individuals and families. We improve and simplify their lives by coordinating with your existing financial and legal advisers, managing projects, and improving the benefits of their existing resources. We also serve as a private concierge, facilitating connections that bring our clients’ visions into blazing reality or create exciting opportunities for undreamed of adventures anywhere in the world.

As founders and principals of WMA Consulting, Chris and Lynette Walbom (http://wmaconsulting.com/about-chris-walbom/) are often described by their clients as a “melding of two superpowers.” In a word, Chris and Lynette know executive-level management. Combining nearly two decades of executive and personal managerial experience in divergent arenas, they also bring together a database of the world’s finest resources and most exclusive contacts. Available on retainer or by contract for special projects, WMA Consulting continues to grow through a constant flow of referrals from satisfied clients as well as appreciative associates.

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