Entrepreneurs & Families
In an increasingly complex and dynamic world, the quality of professional financial resources can mean the difference between merely competent wealth management and truly building an enduring financial legacy that will stand the test of time. Market forces ebb and flow, regulatory and tax environments continuously shift, and data moves at progressively faster speeds. For today’s successful entrepreneur, expert financial advisory services are vital to safeguarding the wealth they worked so hard to generate.
Our approach to working with families derives from our institutional investment consulting process. We assess risk tolerance and define goals and objectives to create an Investment Policy Statement used to hold ourselves and other advisors accountable in working toward the same goal for your assets.
Services We Provide
• Coordination with other professional advisors • Family succession planning • Next generation education • Pre-sale planning for entrepreneurs facing a liquidity event • Preparing for family business transitions • Liquidity and liability analysis • Estate Review • Insurance Analysis • Investment management consulting • Investment portal