Integrated Wealth Management for You and Your Business
Whether you are just getting your business started, have settled in as an accomplished owner, or are preparing for a transition, a trusted wealth partner can help you at every stage.
Discover how our Business Owner Advisory Services can help you start, sell, or transfer your business with confidence.
Business Owner Advisory Services
Our Business Owner Advisory Services (BOAS) team provides experienced insights into 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, you understand the complex relationship between your professional and personal wealth. Our proprietary, multi-step Goals-Based Wealth Management process is designed to deliver a customized wealth plan that addresses your long-term business and personal goals.
We can 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, but it is not always clear how your personal finances are linked to your business. Our Business Owner Advisory Services team can guide you through potential funding options, cashflow considerations, and tax implications.
Whether you are an established business owner or just getting started, purchasing a business demands careful research and seamless coordination among your advisors. We can work with your legal, valuation, and accounting teams to align a purchase with your overall wealth plan.
When the time comes to transfer your business, it is important to understand all your options. Whether you plan to keep it in the family for the next generation or sell it to a strategic or financial buyer, our Business Owner Advisory Services team partners with you to design a succession plan that takes into consideration personal financial security as well as business continuity.
Family governance and education can be an unexpected challenge. Drawing on decades of experience working with multi-generational families, we can guide you through a series of educational sessions, values-based and mission-focused discussions, and communication workshops to dismantle the obstacles that the dynamics of family relationships can often create.