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Sikich LLP adds wealth management for family law

Sikich

Jan 31 2017

2 min read

Professional services firm’s wide range of services address the needs of attorneys and their clients during marital dissolution cases

NAPERVILLE, Ill. — Jan. 31, 2017 — Professional services firm Sikich LLP announced Tuesday that it has expanded its family law valuation and dispute advisory services to include financial planning and wealth management.

“Our clients look to us for our business valuation and dispute advisory services, but many would stand to benefit from Sikich’s wealth management assistance after the litigation ends,” said Jim Godbout, partner in Sikich’s business valuation and dispute advisory practice. “We expect our expanded service package will offer enhanced value to lawyers and their clients.”

Godbout, who will lead the expanded service offering, is an investment adviser representative and certified financial planner. Working with the firm’s experienced wealth management team, he can help ensure a seamless transition from the litigation process to post-litigation financial planning.

Sikich’s valuation and dispute advisory team helps divorce attorneys with business valuations, income and cash flow determinations, forensic accounting services, and lifestyle analyses. And with $750 million in assets under advisement, the firm’s wealth management group offers investment advice as well as financial and retirement planning.

“The non-owning party in any divorce needs expert financial advice in order to ensure long-term lifestyle stability,” said Andrew Paoni, partner-in-charge of Sikich’s wealth management services. “Our group is committed to helping clients achieve their long-term financial objectives, and we are excited to offer our financial planning services to the legal community.”

For more information about Sikich’s business valuation, dispute advisory and wealth management services, please visit https://www.sikich.com/contact-us/.

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

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Sikich

Sikich is a global company specializing in technology-enabled professional services. With more than 1,900 employees, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies and is comprised of one of the largest CPA firms in the United States. From corporations and not-for-profits to state and local governments and federal agencies, Sikich clients utilize a broad spectrum of services* and products to help them improve performance and achieve long-term, strategic goals. *Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. 