Business Owners

Business OwnersA business owner’s most important and largest asset is typically his/her business. It is a passion that they have nurtured from its infancy. As it has grown, it has provided an income and security for their families. A business may have many forms; it could be a sole proprietorship, partnership, Limited Liability Company or a regular corporation to name a few of the forms it can take. Each has its own unique complexities that requires focus, planning and special coordination with the other financial assets of the business owner. A business can be a source of significant tax benefits in addition to being a conduit for substantial asset accumulation. We work closely with our business owner clients and their attorneys and accountants to provide strategic planning options for the accumulation of wealth, structure of benefits and succession planning.

Back to Our Clients