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Sophisticated Planning Strategies Team

Meet Our Dedicated Sophisticated Planning Strategies Team

We partner with a dedicated team of experts from Northwestern Mutual’s home office with extensive financial industry and private practice experience in planning and designing solutions for high-net-worth clients. This team will work with you and your team of experts, including attorneys and accountants, among others, to deliver and implement a customized plan addressing tax, estate, charitable giving, retirement, liquidity, business succession, and executive benefits planning.

Carolyn Brannan England headshot

Carolyn Brannan England J.D.

Attorney

Anh Bishop headshot

Anh Bishop J.D., CFP®

Wealth Planning Attorney

Stefanie Nolte headshot

Stefanie NolteCPA

Wealth Planning Analyst

Matt Boyd headshot

Matt BoydCPA

Tax Analyst

Jim Klaffer headshot

Jim KlafferCPA

Tax Analyst

Tina Farhat headshot

Tina FarhatCFP®, WMCP®, RICP®

Relationship Manager

COMPLEX ESTATE AND LEGACY PLANNING

Building a legacy begins with accumulating wealth and requires maintaining the desired level of control over assets during your lifetime and after. We work with you and your other professional advisors to ensure your wishes are honored and carried out efficiently.

  • Complex tax minimization strategies
  • Multi-generational planning
  • Trust and liquidity planning

CHARITABLE PLANNING

Charitable planning is about more than just maximizing income tax benefits. For many affluent clients, charitable giving is about using wealth to create a beneficial and lasting impact on the world. It involves a thoughtful and strategic approach to making charitable contributions that aligns your values, goals, and resources with other financial objectives.

  • Charitable trust planning
  • Family foundations
  • Income tax mitigation through charitable strategies

EXECUTIVE COMPENSATION PLANNING

For affluent clients who have accumulated wealth through equity-based compensation programs, we provide expert analysis of the tax impact of exercising various options. For clients who are business owners, we specialize in the analysis and design of executive compensation programs to help the business attract and retain talent, as well as strategies to maximize owner retirement contributions.

  • Non-qualified deferred compensation arrangements
  • Executive bonus plans
  • Equity compensation tax analysis

BUSINESS SUCCESSION PLANNING

Every successful business owner will need to exit the business at some point, whether that be through a transition to family members or a sale to an outside party. We provide personalized guidance on the planning and implementation of targeted strategies to ensure your goals are accomplished.

  • Buy/sell arrangements
  • Pre-sale tax minimization strategies
  • Coordination of business transition with estate plan