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Rounding Out the Team: When and How to Engage a Financial Planner to Apply State of the Art Financial Tools and Techniques in Complex Divorces

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Author: Jane Taylor

Published: Fall 2020

In this article, we explore the effective use of financial planners and advisors throughout a divorce case. In high-asset divorce cases, clients are often about to undertake one of their largest financial transactions. Financial issues in divorce cases are becoming increasingly complex in this age of complex equity compensation packages, the proliferation of startups, and estates comprised of private equity, venture capital and hedge fund interests. Along with a forensic accountant, tax specialist and estate planner, the addition of a sophisticated financial planner/advisor to the team from the outset of a case can help not only streamline pendente lite orders, but offer clients a more holistic approach to defining their long-term financial success.

Hanson Crawford Crum, family law, financial planner