Business Owners & Executives

Bridging Business and Personal Finance

Our progression into Private Client Services followed years as a business-only planning firm and merger acquisition specialist. Over the years, we discovered a consistent disconnect between our client’s business and personal financial planning; standardized investment portfolios with few or no tax improvement strategies; and a similar absence of basic asset protection for these successful clients and their families. 

Most private companies are low-cost-basis assets with high risk and little liquidity. This makes tax and pre-transaction planning more important for family business owners than others. We start the planning process with a deep assessment of your key employees, risks, and tax planning opportunities.