(VIDEO) Identity Protection Against Financial and Physical Risks

"I really do believe in a team approach for the client with the financial advisor, probably a CPA and the [estate] attorney all working together for that client. I'm hopeful that In the future we'll have more laws to protect privacy."

- Kevin Martin, Attorney at Law, PLLC 

Do a Google search on yourself? Hire a data broker to see what's "out there" about you? Which of these works best as a first step towards protecting your privacy? Attorney Kevin Martin shares a methodical approach to protecting your privacy and your physical security by protecting your data. 

During this conversation Kevin shares:

• How easy it is to find a person's financial data and physical location
• More of the obvious protection strategies
• How AI figures into all of this
• Where the future of ID protection is going

Jason Howell Company is the family wealth management firm that serves successful families navigating the transition from earning wealth to owning and distributing family wealth. We understand that “millionaire problems” are still problems -especially when juggling family dynamics, imposter syndrome and charitable decisions (without a roadmap).

We integrate family governance (dynamics), with traditional planning, philanthropy, and sustainable investing because our clients are just as concerned about personal growth and family preservation as they are about capital gains and wealth preservation. 

Jason J. Howell, CFP®, CPWA®, CSRIC® and Douglas W. Tees, MBA, CFP® CAP®, CBDA have spent decades working with families in the Washington, DC area and understand the unique ways wealth is experienced here. Successful entrepreneurs and family business owners often feel they must continually prove themselves; government contractors worry about the next contract; former Capitol Hill staffers and former agency employees privately question how to reconcile public service with private sector success. Similar tensions arise among professionals at our region’s many corporate headquarters. These unspoken dynamics can make it difficult for families to talk openly about money or make confident long-term decisions. Through a family governance approach, we help families create clarity, alignment, and structure—bringing together values, decision-making, and philanthropy so wealth can be stewarded thoughtfully across generations.

Our typical client families include dual income parents who work, have saved (or inherited) well and have just the right amount of fun! Prospective clients may be about to sell land or a business for an extraordinary "liquidity event." Regardless, we focus just as much on family preservation as we do wealth preservation. Our prospective clients recognized they:

• Need to “do something” with the cash in their checking/savings
• Need to start tax planning instead of just tax paying
• Need to reduce the isolation, guilt and decision fatigue
• Need to separate but align family wealth and individual wealth
• Need to reduce financial miscommunications between family members
• Need a plan to provide space for both family and individual philanthropy
• Need to separate business finances from personal finances
• Need to eventually diversify their portfolio away from the family business
• Need an investment strategy for income, “up” and “down” markets
• Need a plan to mitigate market, credit, inflation, and political risks
• Need to be sure they are choosing the right work benefits
• Need to plan for money while alive before what happens after death