Advising business owners
Most of our clients are ultra-high net worth families and entrepreneurs. Many of them are either running businesses or thinking of selling them, or have recently divested and need help to transition from operating a company to investing the wealth it has generated.
With deep knowledge of you and your business, we can offer assistance if you:
need to access capital,
have cash trapped in a holding company,
want to transfer wealth to your heirs tax-efficiently,
need advice on how to structure your shares or sell your company, or
have any other complex challenges.
We will work with your accountant to structure your corporation to maximize your after-tax earnings.
We will coach you to use insurance as a tax-efficient estate planning tool.
When the time comes to step away from your business, we will:
Work with business succession planners, estate planners and business valuation experts.
Consult with legal and tax advisors to look at your business from all angles and manage your money in the best manner possible.
Help you create a reliable income stream from the proceeds of your sale.
Coach you to transition from driving forward as a business leader to moving comfortably into the next phase of life.