The Serenity Program™ provides highly specialized management services to meet the needs of individuals who have a highly-valued business or personal estate. The program helps you enjoy greater peace of mind by dealing proactively with many complex issues, including Humanistic Issues, Estate Planning, and Risk Management. Humanistic Issues: Often, conflicts arise when dealing with partners, employees and family members in a small business. The Serenity Program™ helps you identify areas of concern and create a unique and effective solution to address those concerns. Some of the issues that The Serenity Program™ addresses are:
- Communication Training
- Team Development
- Conflict Resolution
- Continuity Planning
- Compensation Analysis
- Suitability Testing
- Setting Performance Standards
- Work/Home Balance
- Hiring and Firing Practices
- Family Meeting
Estate Planning: The Serenity Program™ also helps you manage your estate more effectively. Here are just a few examples of what The Serenity Program™ can bring to you:
- Corporate Trustee
- Asset Management
- Bill Payment Services
- Tax Filing
- Attorney Services
Risk Management: The Serenity Program™ can help you better manage your exposure to risk. The program mitigates your exposures by having appropriate risk coverage for any situation that may arise.
- Umbrella Policies
- Kidnapping and Ransom Coverage
- Insurance Risk Analysis
- Highly Valued Asset Coverage
- Background Checks
- Security Protection
While these three areas of concern—Humanistic Issues, Estate Planning, and Risk Management—are typical priorities, The Serenity Program™ is also customizable and adaptable to meet the needs of your unique situation, whatever they may be. SMG Partners has a full service team of experts both inside and outside of our office to help you identify and address any potential areas of concern.