8. Can I Do It by Myself?

A few high-net-worth investors ask us (and themselves) why can’t they just build their financial plan and legacy by themselves, or perhaps at most ask trusted friends and family for advice.

Some investors have the time and expertise to do it themselves. But many do not.

• Can you, for example, create the right will and trust on your own?

• Do you know your investment personality and risk tolerance?

• Can you structure your investment plan to reduce or eliminate taxes?

• Can you keep emotions out of  decision making?

• Do you know enough to know you don’t know everything about building a lasting legacy?