Integrated Wealth Management for You and Your Business
Whether you are just getting your business started, an accomplished owner or preparing to transition the business, you need a trusted wealth partner at every stage.
Discover how our Business Owner Advisory Services can help start, sell or transfer your business with confidence.
Business Owner Advisory Services
Our Business Owner Advisory Services (BOAS) team provides experienced insights on governance, business structuring and succession planning, as well as guidance to help balance the needs of the business with your personal financial objectives.
A Planning-Led Approach
As a business owner, there is a complex relationship between your professional and personal wealth. Our Goals-Based Wealth Management (GBWM) process is a proprietary, multi-step process designed to deliver a customized wealth plan that aligns your business and personal long-term goals.
We partner closely with your other trusted advisors to assess your financial independence, risk tolerance and capacity to achieve your lifestyle, legacy and philanthropic goals — both now and in the future.
Support, Every Step of the Way
Starting a business requires thorough financial planning, and understanding how your personal finances are linked to your business can become overwhelming. Our BOAS team can guide you through potential funding options, cashflow considerations and tax implications.
Purchasing a business can be demanding whether you are an established business owner or are just getting started. Our professionals can work with your legal, valuation and accounting advisors to determine alignment with your overall wealth plan. By modeling various financing options, we can determine if an approach is suitable to your circumstances or may compromise your future financial stability.
When the time comes to transfer your business, it’s important to understand all your options. Whether keeping it in the family for the next generation or selling to a strategic or financial buyer, our BOAS team partners with you to design a succession plan that secures continuity for both you and your business.
Family governance and education can be an unexpected challenge. Drawing on decades of experience working with multi-generational families, we guide you through a series of educational sessions, values-based and mission-focused discussions and communication workshops to dismantle the obstacles that can be created by the dynamics of family relationships.