The examples highlight areas where we work with successful business owners and entrepreneurs to help them achieve their goals.

Pre-Sale Strategies

Working with attorneys and CPAs to build a game plan before the successful business sale to achieve estate, ownership, and tax goals with careful planning.

Wealth Forecasts

Building a long-term cash flow forecast to guide the client’s investment and spending strategies given their new level of wealth.

Charitable Planning

Guiding the family regarding different options for how to structure their charitable giving and engage the extended family in this potentially new effort.

Asset Protection

Building the right combination of asset protection strategies working with insurance agents and estate attorneys to achieve this important goal.

Investment Strategy

Developing a personalized portfolio allocation that targets an income distribution level aligned with lifestyle needs but still maintains room for the client to pursue new ventures or interesting higher risk investments.