Build your business and personal wealth with expert advice

Owning and operating a successful company commands a lot of time and attention. Every day, you make critical decisions that affect the financial health of your business. So, you know how important it is to have the best possible services and products to help effectively manage your finances — we can help.

Our business owner solutions can be ideal if you need help:

  • Managing business and personal assets separately but efficiently
  • Investing, preserving and maximizing surplus cash
  • Designing a succession plan for a smooth transition
  • Creating diversified, tax-efficient income with the sale proceeds
  • Protecting against the sudden loss of a key employee using insurance solutions
  • Safeguarding personal and business assets from adverse events
  • Building employee loyalty with employer-sponsored retirement plans

10 Key Wealth Planning Decisions for Business Owners

Whether you’re already a business owner or thinking of becoming one, the decisions you make may have far-reaching impacts, not only for your business, but for you and your family as well. The business owner’s guide to wealth management follows the life cycle of a business, exploring 10 key decisions for wherever you may be on your business ownership journey, including:

  1. What is the best structure for your business?
  2. How can you reduce taxes?
  3. What should you do with surplus cash?
  4. How can you build employee loyalty
  5. How will you reduce your risk?
  6. What can you do to deal with the unexpected?
  7. Do you intend to retire from your business?
  8. Will you sell your business?
  9. How can you keep your business in the family?
  10. What will you do once you’ve retired