Building Your Wealth Bridge
If your CPA, attorney, advisor, and insurance professional aren’t talking to each other, you don’t have a plan. You have a collection of opinions.
We fix that, and here's why:
💬 𝐖𝐡𝐚𝐭 We 𝐎𝐟𝐭𝐞𝐧 𝐇𝐞𝐚𝐫 𝐅𝐫𝐨𝐦 𝐭𝐡𝐞 𝐖𝐞𝐚𝐥𝐭𝐡𝐲
“My advisor never talks about taxes, estate planning, or insurance.”
“I’m worried my kids won’t be able to handle this wealth.”
“My advisor doesn’t coordinate with my accountant or attorney.”
“We only discuss investments, but never my business or bigger goals.”
🔍 𝐖𝐡𝐲 𝐓𝐡𝐚𝐭’𝐬 𝐚 𝐏𝐫𝐨𝐛𝐥𝐞𝐦
Each statement reflects a service gap that leaves affluent families exposed.
The more wealth you have, the more you need advanced tax strategies, creative estate planning, and protective measures (insurance, cybersecurity) that work together, not in silos.
🌉 𝐎𝐮𝐫 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧: 𝐓𝐡𝐞 𝐏𝐥𝐚𝐧𝐤-𝐁𝐲-𝐏𝐥𝐚𝐧𝐤 𝐏𝐫𝐨𝐜𝐞𝐬𝐬™
Since 1980, McCabe & Associates, Inc. has studied the specific needs of 500+ wealthy families and developed a coordinated framework we call the Plank-by-Plank Process™.
This approach blends technology, experience, and collaboration to give families one clear benefit:
➡️ Confidence that McCabe can be their first phone call on any financial matter.
We help families simplify complex decisions so they can focus on what truly matters: their legacy and financial security. Our experience across 500+ families has shown that coordinated planning adds measurable confidence and clarity at every stage.
➡️ 𝗥𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 𝗖𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗲𝗱 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴?
If you’re a widow, business owner, or multi-generational family seeking coordinated planning, visit our website at tcmccabe.com.
McCabe & Associates, Inc
9480 Enterprise Dr., Suite 1
Mokena, Illinois 60448-8690
708-479-7755
708-479-7766 Fax
For more information on our services, please visit our website at www.tcmccabe.com.
To enjoy more of our content for business owners, widows, & HNW families you can find us on the following platforms:
https://www.youtube.com/@McCabeandAssociates
https://www.facebook.com/mccabeandassociates/
https://www.linkedin.com/company/mccabe-&-associates/posts/?feedView=all
Registered Representative of and securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through AdvisorNet Wealth Partners, a Registered Investment Adviser. Cetera Wealth Services, LLC, AdvisorNet, and McCabe & Associates are not affiliated companies.”
Building Your Wealth Bridge
The Value of a Personal Assistant for UHNW families
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In this episode of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, is joined by Anita Stenner, founder of a Boutique Concierge and Personal support firm serving high-net-worth families and business owners across the United States and Canada. Together, they discuss the growing demand for personalized lifestyle and administrative support services—and how affluent families are increasingly looking for help beyond traditional financial, tax, and estate planning.
The team engages in a detailed discussion on the following topics:
• The Rise of Concierge & Lifestyle Management Services: Anita shares how her firm evolved from administrative support for entrepreneurs into a full-service personal concierge model helping clients manage homes, vendors, travel, events, bill pay, and day-to-day life logistics.
• Time, Delegation & Decision Fatigue: A conversation around the common pain points facing business owners, executives, and retirees! Including lack of time, administrative overload, and the challenge of balancing personal responsibilities with professional demands.
• Building Trust & Customizing Support: The team discusses how concierge relationships are built gradually over time, why flexibility and personalization matter, and how services are tailored differently for each family’s unique needs and lifestyle.
• Coordinating the “Personal Side” of Wealth: George and Anita explore the growing trend of affluent families building coordinated teams of professionals—including financial advisors, attorneys, accountants, and concierge specialists—to create a more seamless and organized approach to managing wealth and everyday life.
As always, please send our team any questions or topics you’d like us to cover in the future.
We hope this finds you well.
Visit Our Website: https://tcmccabe.com/
New Client Inquiries and Second Opinion Service: https://tcmccabe.com/new-client-inquiry/
Listen To Our Podcast On Spotify: https://open.spotify.com/show/4ty7pqo...
Connect With Us On LinkedIn:
George McCabe, C.P.A, Financial Advisor: https://www.linkedin.com/in/george-mccabe-cpa-861764142/
Anita Stenner: https://www.linkedin.com/in/anitastenner/