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Chief Wealth Officer,
Andrew Bass has been a member of the Telemus team since its inception in 2005. As the chief wealth officer, he is responsible for all strategic financial and life management services. He works with high-net-worth members to ensure their financial life plans are designed to achieve realistic goals in both the short and long term. With both his B.B.A. and M.B.A. from the University of Michigan, Bass brings an entire career's worth of tax and financial services experience to Telemus. Prior to joining the team, he was a real estate developer, worked at BDO Seidman and was a partner at Arthur Andersen, where he was responsible for managing the tax and financial affairs of both personal and the related business interests of its entrepreneurial client base.
No matter when you actually expect to let go of your business, you need to be prepared for the move.
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Before rates rise, consider refinancing your variable rate loans and taking opportunities to minimize the costs of transferring wealth to family.