What We Do
Business Owning & Ultra High Net Worth Families
As your trusted advisor, our team develops a detailed wealth plan designed to help you accomplish your financial, family and business objectives. With our thought leadership, innovative strategies, capabilities and experience we can help you determine:
- What investment returns and cash flows are necessary for you to meet your objectives?
- What business transfer and estate preservation strategies are suitable for your consideration and what are the possible benefits?
- Will you have enough liquidity to meet your objectives?
We work with business owning and ultra-high net worth families to help them build and preserve wealth. We often serve clients in multiple industries – such as manufacturing, distribution, technology, engineering, healthcare, and retail.
Multigenerational Wealth Planning
To help you meet your goals, we develop a WealthPlan that will evaluate the status of your current wealth accumulation plan and objectives.
- Understand your longer-term wealth goals enabling us to build various “what if” scenarios.
- Review and analyze various wealth and liquidity scenarios allowing you to evaluate your options regarding major financial decisions.
- Deliver a plan that brings clarity and builds a strong foundation for integrating investment, estate, and charitable objectives.
Multigenerational Wealth Planning
To help you meet your goals, we develop a WealthPlan that will evaluate the status of your current wealth accumulation plan and objectives.
- Understand your longer-term wealth goals enabling us to build various “what if” scenarios.
- Review and analyze various wealth and liquidity scenarios allowing you to evaluate your options regarding major financial decisions.
- Deliver a plan that brings clarity and builds a strong foundation for integrating investment, estate, and charitable objectives.
Business & Estate Preservation Strategies
To help you meet your goals, we develop a Business and Estate Preservation Plan that creates a framework for longer-term business and estate planning decisions.
- Understand your objectives, discuss issues that are relevant to your planning, and working with your legal counsel, assist in implementing your planning as it relates to wills, trusts, estate planning documents and business holdings.
- Review and analyze your current planning strategies to evaluate alternatives and help ensure the successful transfer of substantial assets through advanced lifetime planning, gifting, and liquidity strategies.
- Deliver a thoughtful and cohesive plan that balances lifetime needs with business, family, and charitable goals while helping to manage projected federal estate and generation-skipping taxes and business transfer expenses.
Life Insurance Advisory Services
To help you meet your goals, we develop a risk management strategy to help you better manage and improve your life insurance portfolio.
- Understand your liquidity needs and overall business and estate objectives.
- Review and analyze current policies including expenses, illustrated performance and market comparables.
- Provide a detailed portfolio review and provide advice for improving and better managing risk management assets.
Life Insurance Advisory Services
To help you meet your goals, we develop a risk management strategy to help you better manage and improve your life insurance portfolio.
- Understand your liquidity needs and overall business and estate objectives.
- Review and analyze current policies including expenses, illustrated performance and market comparables.
- Provide a detailed portfolio review and provide advice for improving and better managing risk management assets.