Running a business is hard enough without worrying about whether your personal and business finances are working together. We help business owners create integrated strategies that protect both their business legacy and family wealth.

Succession planning that works

Whether you're planning to sell, pass the business to family, or transition to key employees, we help you structure deals that preserve your wealth and protect your legacy.

Group benefits that make sense

We help you design employee benefit packages that attract and retain great people while managing costs effectively. Group benefits should be a strategic investment in your business and your people – not just an overhead cost.

Tax-efficient wealth transfer

We work with your accountant and other professionals to build strategies that keep more of your hard-earned wealth in your family.

Personal and business integration

Your business success and personal financial security should work together. We coordinate strategies that benefit both.

Estate equalization

When one child gets the business, how do you treat the others fairly? Here's the thing: fair doesn't always mean equal, and equal doesn't always mean fair. The child taking over the business gets the responsibility, risk, and work that comes with it. What do the other members of your family get? We help you create solutions that work for the whole family.

Ready to take the first step?

Financial planning is a journey, and it starts with a conversation.

Contact us