InKnowVision
   High Net Worth Planning
  

Integrated Planning

InKnowVision is a national advanced estate and income tax planning design firm serving high net worth individuals, families and business owners.

 

InKnowVision delivers superior plan designs to mitigate risk and leverage opportunities while first securing cash flow and lifestyle needs.

 

We do this in collaboration with the client’s team of professional advisors including estate and business attorneys, financial planners, and accounting firms to ensure that the client’s planning goals are met.

 

Planning

 

Education

Using our unique integrated planning process our team of specialists has in depth experience with many different planning challenges. This four-step process has helped over 900 high net worth clients and their advisors to achieve exceptional results.



Working in the high net worth market requires excellence. InKnowVision is committed to helping our fellow advisors achieve their highest potential. To that end, we offer monthly educational webinars to help you stay as out in front.



 

Who We Serve

We serve business owners and high net worth individuals and families with wealth in excess of $20M.

Our services are provided in collaboration with planning professionals from small boutique firms such as:

 

 

• Estate Planning Attorneys

• Registered Investment Advisory Firms
• CPAs
• Wealth Managers
• Business Planning Attorneys
• Business Exit Planners

 

To learn more about how we can help you help your clients click here.

 


Testimonials

"Working with InKnowVision gives me the confidence that I can accept high net worth planning and insurance clients at any level of wealth and be assured that the clients will be well-served."
Barry Kohler

"I am happy to endorse Scott Hamilton and his company, InKnowVision, which has provided great service to myself and my clients in helping to design and implement high-net worth estate plans. I have known Scott since around 2001. Not only is he intelligent and personable, but he has great vision about how to present complex ideas to clients in an understandable manner."
Richard Shapiro, 2011

"Scott has mastered the art of making the complex simple in tax and estate planning. After decades of considering techniques, he has developed an easy to understand process for advisors and their clients to work through the important choices associated with wealth transfer planning. He has a terrific team supporting him and tools (software) that is second to none in the industry. I highly recommend him as a collaborative partner for the advisors of high net worth individuals and families."
Scott E. Squillace, 2011

"I have worked collaboratively with Scott since 2006. His knowledge and insight for creative and sophisticated wealth transfer and preservation techniques have been tremendous. Also, Scott has a great ability to convey these seemingly complex solutions in a manner that both advisors and their clients can understand."
Chris Jacob, 2011

"Scott has gotten incredible results for my clients and has proven his value and ability over and over again."
Gary Waitzman, 2008

 
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