Entrepreneurs

Business owners and entrepreneurs spend endless hours managing their company’s day-to-day operations to optimize efficiency, only to ignore and put little thought into their own financial and wealth planning. Inadequate personal wealth planning can have a negative impact on an entrepreneur’s retirement and estate plans.

Every entrepreneur who started and built a successful business struggles with the question of how best to transition the future of their company and monetize their success and hard work.

Financial planning for entrepreneurs/business owners tends to be quite complex, involving such factors as multifaceted estate issues, tax considerations, and succession planning. Due care in determining a personal financial strategy involves understanding the business as it is now and as it is forecast to be at retirement.

Through our Continuous Bridge Process and Family and Wealth Profiling service we work you and your other professional advisors to bridge the communication between your personal
and business life.