A TAILORED & INTEGRATED approach to tackle the most complex financial situations
Business owners opportunities for financial planning beyond what is available for employed individuals, especially for corporations with an abundance of excess cash.
Advising Business Owners
From start-up to selling or transferring ownership of your business
Buy/sell Agreements
Providing a consolidated view of all assets, performance reviews, risks, opportunities and recommendations.
Corporate Planning
Optimize thorough use of deductions, trusts, retirement plans, charitable giving, and conversion strategies to minimize taxes.
Corporate-held Investments
Thoughtfully integrate charitable giving to maximize tax efficiency and legacy planning.
Tax management
Optimizing corporate cash-flows, corporate held assets, insurance and ownership structures.
Ownership Transfers &
Estate Planning
Estate Planning
Optimization strategies for large wealth transfers to minimize estate taxes and protect the continuation of generational wealth.
Personal Wealth
Optimization
Optimization
Capital preservation can be of great importance, especially when relying on the income production of your accumulated wealth.