OUR TEAM & ADVISORS
Experience Across the Disciplines That Matter.
ALIFTS brings together professionals with decades of experience across investment management, life insurance, banking, wealth transfer, estate planning, trusts, and family strategy.
Different perspectives. Specialized expertise.
One objective: helping families create a lasting impact.
People
Purpose
Generations
INVESTMENTS
INSURANCE
BANKING
WEALTH TRANSFER
TRUSTS
FAMILY STRATEGY
ALIFTS LEADERSHIP
VISION | STRATEGY | IMPACT
Jim Wallander, MBA
Founder | CEO | Director of Research
ALIFTS LLC: Smart Wealth. Made
Permanent.™
Family Systems
Research and Development
Strategic Partnerships
Implementation Strategy
Jim has been in the investment and trust industries since the early 1980s. He has extensive experience in developing architectural frameworks used to create permanent wealth structures. A major area of focus in these structures is the minimization of financial friction caused not only by expenses but also by taxes. Another major area of focus is the minimization of relational friction among family members who view outcomes as unequal.
Jim is married and lives in Fort Worth, Texas. When not working, his seven children, 2 grandchildren, martial arts and health conditioning activities keep him very busy.
ADVISORS TO ALIFTS
EXPERIENCE | PERSPECTIVE | GUIDANCE
Larry Anders
Advanced Insurance Design Advisor
Life Insurance
Underwriting
Policy Design
Premium Financing
Russell Hartsfield
Banking Advisor
Commercial Banking
Financing
Risk Management
Strategic Relationships
Kevin White
Wealth Transfer Specialist and Advisor
Wealth Transfer
Business Taxation
Family Business Planning
Strategic Structures
Billy Jones, JD
Trust and Special
Entity Advisor
Estate Planning
Trusts
Special-Purpose Entities
Wealth Preservation
Experience Is Most Valuable When It Works Together.
No single discipline can address every aspect of sophisticated multigenerational planning. ALIFTS brings different areas of expertise together to help families and their professional advisors evaluate opportunities, identify risks, and coordinate strategies across generations.