You are a business owner who desires to build wealth outside your firm while maintaining the ability to invest in future capital investments. With retirement and a potential sale a few years away, a strong personal financial situation now will provide clarity in gauging the best course of action regarding the business during the coming transition.
Create a plan to gradually shift a portion of your privately-held equity into an investment portfolio focused on steady growth and downside protection. This should provide the flexibility to face future life and business challenges while maintaining your desired lifestyle.
Access to Managers:
A business owner is a decision-maker and expects to speak with other decision-makers. We understand this and grant you full access to the portfolio managers and partners who are making critical investment choices.
Collaboration with Experts:
We work with your desired tax professionals, lawyers, and business consultants to come up with a comprehensive strategy tailored specifically for your needs.
Our quarterly Global Economic and Financial Market Outlook provides insights on the macroeconomic landscape. We communicate these views to you and listen to your observations. You are an expert in your field, so we are eager to learn from your experience. Together, we can come up with a shared vision of what the upcoming quarters are likely to entail.
Discuss the balance between retirement investment and spending on large discretionary purchases. We do not recommend that every dollar be saved. We want to help you and encourage you to enjoy your life to the fullest!
Identify various approaches to increase your charitable giving and community impact in a tax-efficient manner. If desired, we will introduce you to a philanthropic consultant to develop a long-term giving strategy.