COMPLIMENTARY BUSINESS OWNER PLANNING

As a valued client, you are entitled to complimentary consultation with a highly qualified Business Owner Specialist.

Our Business Owner Specialists work closely with us to provide customized tax and estate planning advice, overall wealth planning and business succession planning for our higher-net worth families.. Tax, business risk, transition, succession and retirement strategies that are particular to the business will be identified and then discussed as needed with your existing lawyer and accountant who would administer the required implementation.