Preserving Your Most
Important Assets : Many business owners find that family
wealth and business assets are inextricably linked, at least
when concerning liquidity and wealth. Issues of wealth preservation
and transfer are intertwined between business and home life,
making the need for business planning crucial. We can help you sort out these complexities,
taking into account the personal issues involved. Who will
succeed you in your business? If one child takes the helm,
how do you treat your other children equitably? How do you
extract the most from your business and how will you protect
and, in retirement, profit from a business you have worked
so hard to build?With access to a team of advanced planning
consultants, we offer:
Business Planning - From
buy-sell agreements to management succession planning, we
can offer you practical options for your company. We can
also show you how to treat family members equitably who don't
succeed you in your business, as well as mechanisms for cost-efficient
succession funding.
Exit Strategies -
For many business owners, ensuring a smooth transition when
retiring is only half the battle. The other half is obtaining
the most from your business for your retirement and state.
We can adapt strategies to your specific needs.
Executive
Compensation -
Non qualified deferred compensation and other executive bonus
programs can help your business attract and retain
top talent. We will show you how these and other plans
can benefit both you and your company.
Insurance
Planning - We will find solutions
that offer life insurance an other risk management products
for you and your top executives, and show you how these
insurance products can protect your company as part of
key-person arrangements.
Securities
offered through LPL Financial - Member FINRA,
SIPC
