Who We Serve
The people we serve are professionally driven, family-oriented, and have a big vision for their future. Most of the time, they are at capacity in their lives. When they ask us to help, it is usually for some combination of three reasons: They don’t have the time, the desire, or the know-how to go at it alone.
Many of our clients, though not all, find themselves in one of three scenarios below:
Often Have:
- High concentration of company stock
- Complex benefit and/or executive compensation plans
- Significant annual tax burden
Often Have:
- Majority of wealth tied up in their business
- Concerns about asset protection, risk management & tax liability
- Ongoing need to attract, reward and retain key employees
Often Have:
- Accumulated a retirement nest egg
- Anxiety about the “how” of retirement income planning
- Generational aspirations
Often Have:
- High concentration of company stock
- Complex benefit and/or executive compensation plans
- Significant annual tax burden
Often Have:
- Majority of wealth tied up in their business
- Concerns about asset protection, risk management & tax liability
- Ongoing need to attract, reward and retain key employees
Often Have:
- Accumulated a retirement nest egg
- Anxiety about the “how” of retirement income planning
- Generational aspirations