Business owners—particularly those nearing retirement or a business transition—have very specific wealth management needs.
Ideally, complex business issues such as tax optimization and succession should be integrated and managed alongside your private wealth needs.
For those who are ready to take their business to the next level, financing is a common concern. This may require solutions such as equity monetization, mortgages, commercial lines of credit, fixed and floating term loans, installment loan plans, and leasing options for capital purchases.
Business financing solutions
Planning for business succession
Integrated business and personal wealth management
Insurance Considerations for Business Owners & Incorporated Professionals
Preparing for the Next Generation to Take Over the Family Business
Who will buy my business?