Business Owners

Advising Business Owners

Female Business Owner

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.