Business Owners

Advising Business Owners

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.