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  families with federally taxable estates 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.
  • Nonqualified 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 accumulated without losing the beneficial enjoyment of those things.
  • Liquidity & Life Insurance Reviews &  Placement: Performance reviews of existing policies funding existing plans and disclosure of all options, commissions, and conflicts of interest on any new policies funding new plans.
  • Third-party Investment reviews- We intentionally do not do asset management because so many of our referrals come from asset managers, but we can and do refer out to a number of active and passive management firms to do reviews if asked.

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

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