Private & Family Business Wealth Planning & Structuring

Specialized Services for high net worth business owners and families with federally taxable estates

We collaborate with business owners and other clients with significant assets to achieve any number of objectives using the services below:

  • Business Continuation and Exit Planning: Continuation, Succession and exit planning, operating agreement reviews and liability funding analysis.
  • Non-qualified Plan Design & Funding: Measurable incentives and rewards to retain key persons with or without business equity.
  • Estate & Wealth Transfer Structuring: It's largely your choice to keep, control and/or direct the uses of more of what you've accumulated without losing the beneficial enjoyment of those assets.
  • Liquidity & Life Insurance Reviews/  Placement: Performance reviews of existing policies funding business and estate plans. Full disclosure of any conflicts of interest and commission amounts in the placement of any life insurance used in funding new plans.
  • Collaborative Investment reviews with Independent RIA's- Most of our referrals come from registered investment advisors (RIAs), as a result, we intentionally do not manage assets internally. Instead we collaborate with RIA's that manage money actively or passively depending on the appropriateness of the situation.

"Once we know something, we find it hard to imagine what it was like not to know it." - Chip & Dan Heath.

If you'd like us to contact you, please provide the information below: