CEO Founders and Entrepreneurs
We have worked with countless businesses over the years to help create plans to cater to our business owner’s needs. Our plans are focused on giving business owners financial guidance, growth recommendations, management consulting, accounting services, exit planning, and services tailored to the objectives we hear.
Legacy Estate Planning Strategies
Legacy estate planning encompasses a thoughtful and strategic approach to ensure the smooth transfer of assets and values to future generations. Through careful consideration of wills, trusts, and gifting strategies, individuals can create a lasting legacy that reflects their values and goals. This comprehensive process involves minimizing estate taxes, providing for loved ones, and possibly supporting charitable causes. By taking proactive steps, individuals can secure their family’s financial well-being and leave a meaningful impact on the world.
Family Office Work
Navigating wealth can be a challenging yet rewarding experience. Among many services, our team is experienced working with family governance/dynamics, trusts, philanthropic strategies, businesses, commercial real estate, financial therapy, and next generation advisory. Our goal is to offer services to free up your time by having us bear the load. We work directly as a team with your estate, tax, and legal advisors to ensure we are meeting your overall objectives.
We provide accounting services for businesses, families, and Individuals. We do personal and business returns, bookkeeping, and comprehensive tax planning. By leveraging expert accounting services, clients can maintain accurate financial data, make informed decisions, and ensure compliance with regulatory standards.
Employer Retirement Plans
We work with employers to create tailored strategies for 401(k)s, 403(b)s, SIMPLE IRAs, ESOPs, and executive compensation. We work with a range of providers to benefit the company on cost, investment selection, and service. Our team meets regularly with company employees to educate and inform them on their plan, enrollment, and financial planning. We believe that educating and assisting in the success of your employees contributes to the success of your business.
Tax Efficient Investing
Tax-efficient investing strategies offer a roadmap to balancing investment growth and tax obligations. By strategically utilizing techniques and strategies based on the individual, family, or institution, we aim to maximize after-tax returns. These strategies provide a valuable toolkit for optimizing portfolios and achieving long-term financial success.
Life Insurance Strategies
We strive to help clients optimize the best life insurance strategies for their families, businesses, and well-being. Giving clients peace of mind to carry on with their lives and work without having to worry about the what-ifs.
M&A and Exit Planning
We assist our new and long-time business owners with the purchasing, selling, and merging of businesses. We work with teams of specialist to ensure maximum value when buying and selling businesses. Our goal is to help you prepare for your next endeavor.
Lifestyle & Wellness
Time is your greatest asset. Our goal is to give you that luxury through partnering with you and your family from entertainment, to life and home management, health and wellness, privacy and protection, to travel and experiences, we are here for you.
Through in-depth consultations, the firm gains a comprehensive understanding of the non-profit’s financial landscape, including its fundraising initiatives, endowment management, and budgetary requirements. Our team then develops customized investment strategies for endowments and retirement benefit plans that align with the organization’s ethical and financial objectives, aiming to maximize returns while managing risk.