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Busy executives appreciate our direct and concise approach to wealth management when it comes to managing their family affairs.  We design custom strategies for high income earners and high net worth families for all aspects of their life, from discretionary portfolio management, in-depth tax planning, stock options, protective stock strategies, retirement compensation agreements, trust planning, estate planning, and wealth transfer strategies.
Find out more:
  • Individual Pension Plans
  • Reirement Compensation Agreements
  • Stock Options
  • Transferring your Business to the Next Generation
  • Understanding Personal Holding Corporations
  • Tax Planning Involving Family Trusts
  • Trusts for Protection and Tax Savings
  • Reduce you Taxes with a Prescribed Rate Loan
  • Planning for your Family Vacation Property

Bruce Henderson   (204) 949 8048