Case study Having built a sizeable investment portfolio from past business successes, an entrepreneur is counting on these assets to provide income until her new business becomes profitable. But with retirement not too far off, she has concerns about putting her accumulated capital at risk. Factors to Consider
Wealth management
Business succession planning
How we've helped
We introduced her to our team and proposed commercial lending and cash management solutions to help her get her new venture started.
Mindful of her needs, we divided her portfolio into two segments – one focused on providing tax-efficient current income, and the other focused on providing long-term growth and capital preservation.
We reviewed her retirement plan to determine its ability to meet her immediate and future objectives, while enabling her to enjoy life to the fullest right now.
We assessed her estate tax liability and recommended strategies to minimize it.
When she decides to transition her business, we will guide her succession planning choices in order to maximize the value of her estate.
Let’s develop together the strategy that is right for you. Contact me today