We work closely with business owners to help them achieve their goals and objectives. That’s because integrated financial planning is not just about accumulating wealth. It’s also about protecting your business and personal savings from losses created by unexpected events that can significantly damage a business owners finances—today and tomorrow.
Accounts receivable, leasehold improvements, equipment, supplies and goodwill are valuable assets of a business. However, in many scenarios, these assets are not only exposed to judgment creditors, but also may not be contributing anything to their financial future.
We can asssit business owners to minimize potential liabilities through the strategic use of business structure optimization, risk management and retirement planning. Our advisors show business owners how to put non-performing business assets to work inside creditor-exempt classes, thereby shielding them from liability judgments while simultaneously earning incremental income.
A capital accumulation and preservation strategy should not be considered complete without having the appropriate estate plan in place. Such plans enable the smooth transfer of wealth to heirs and can also help manage charitable gift initiatives. More specifically, a well-defined estate plan can also:
Offer asset protection from creditors
Determine control or assets in situations involving incapacitation
Help avoid time-consuming court proceedings
Enable controlled gifts to family members
Shielding Personal and Business Assets