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Alex Sonkin, CEO of Fact Pattern Analytics was the guest. This company provides independent analysis to the advisors of wealthy families and businesses. By combining the best in the fields of actuary, third-party administrators, plan design specialists, solution providers, medical underwriters, asset valuation specialists, experts in ERISA, asset protection, and on-shore/off-shore trust and estate planning, Fact Pattern Analytics provides working solutions to complicated problems associated with wealth.
While the concept of think tanks is not a new one, Fact Pattern Analytics brings this concept to the financial world. Tune in to the podcast to hear about how Fact Pattern Analytics helps financial planners collaborate with experts in other fields to bring added value to their client.
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