About William (Bill) Lahr, President and Founder of Archetype Advisors
A CERTIFIED FINANCIAL PLANNER™ practitioner, CERTIFIED TAX ADVISOR, and management consultant, Bill has been a business coach to executives within the Fortune 50 as well as a planning and strategy coach to Fortune 500 companies. “As a practicing financial planner, I’ve had the opportunity to touch every aspect of planning and experience many unique scenarios – daily, real time, real life.” Bill is also a boating enthusiast and has extensively researched the Atlantic Cruising Yachts Business Yacht Ownership® program over the last ten years.
A comprehensive tax and financial plan integrated with Business Yacht Ownership®
Archetype provides sophisticated advice and guidance, a comprehensive financial plan, and a client experience traditionally reserved for the ultra-affluent to clients with $1 million to $20 million in investable assets. They believe these investors should have access to a high level of expertise in risk assessment, tax and estate planning, strategic investment management, and goal setting. Through their joint business relationship with PwC (PricewaterhouseCoopers LLP), they are able to bring this independent perspective and depth of knowledge – in the form of a comprehensive plan – to a broader spectrum of individuals.
Their team of advisors, who are all CERTIFIED FINANCIAL PLANNER™ practitioners or Certified Public Accountants, is approachable, experienced, and collaborative, providing insight and discipline to collectively address your individual objectives.
Archetype Advisors, LLC is completely independent of Atlantic Cruising Yachts, LLC and offers services directly with individual yacht purchasers and prospective yacht purchases.
Purchase a New Yacht from ACY for placement into our Business Yacht Ownership® program, and ACY will reimburse your Initial Consultation from Bill Lahr and his team at Archetype Advisors:
Atlantic Cruising Yachts wants to make sure that every one of our clients who is contemplating the Business Yacht Ownership® approach receives independent advice from a qualified tax and financial professional. For this reason, we will reimburse up to $1,500 of your initial consultation with Archetype Advisors, when you purchase a new yacht from us and place it into one of our Waypoints® yacht management affiliates. This is paid as a credit on your new boat purchase, with a copy of your invoice from Archetype Advisers and a copy of your yacht management agreement from a Waypoints® member charter company.
Contact your ACY Yacht Consultant for an introduction to Bill Lahr and Archetype Advisors.