While there can certainly be crossover between our Business Owner and our High Net Worth Clients (and even HENRY,) Business Owners typically have unique needs, such as
- Developing owner exit strategies, including creating and funding buy-sell arrangements.
- Preserving business wealth with protection and insurance devices.
- Creating long-term value for key executive management through specially designed compensation strategies.
Because we are not attorneys or tax accountants, we work hand-in-glove with our clients’ other professional advisors to implement any recommended strategy.