Helping business owners take care of their family wealth for generations to come.
For business families, sustainability is the potential for the business and the wealth that has been created to maintain the long-term well-being of the family and continue its positive impact on the broader community. It has both economic and social dimensions.
As a business owner, you feel a tremendous responsibility to look after the wealth you have worked hard to build and you certainly don’t want it to be wasted. You want to be able to use and take care of your family’s wealth in a way that not only meets today’s needs but provides for the needs of future generations.
You want to be in the “driver’s seat” and set the course for how your wealth is used for yourself, your family and other causes of interest. You want to create a legacy for future generations, and you want the peace of mind that comes from doing all you should be doing to protect and enhance your wealth.
But for many business owners it is not easy to know all that they should be doing. Their financial affairs are extremely complex, requiring knowledge and expertise in a number of areas. Many think they are doing the right things, but it is often what they are not doing that puts their family’s wealth at risk.
So how do you make sure you are doing all you should to look after your wealth? The families we work with have realized that it takes concrete steps. It takes having a well thought out plan.
We “partner” with business families to help them plan and design their financial future, for themselves and for generations for come. We dig in and learn about their special situation, goals and objectives, and work with them to create a customized and comprehensive Wealth Plan that outlines steps they should be taking. We then help them put those plans into action, working collaboratively with their other professional advisors. (financial advisor, lawyer, and accountant).
We have helped many business owner families take steps to protect their wealth and do the things that are important for them. These include maintaining family harmony, avoiding costly disputes, providing for the orderly succession or sale of a business, saving significant tax, supporting family members with special needs, and providing for the eventual succession and protection of wealth for next generations. To read stories of families we have worked with and how we have been able to help them, click on the “Family Stories” link.
To learn more about our Strategic Wealth Planning Program, and how we work with business families, please click on this link to our Strategic Wealth Planning Program page.
In our work with business owners and other affluent families, we also have found that some families want or need personal financial assistance and trusted third party oversight. Our SFW Secure Program helps business owners and affluent people manage their personal financial affairs on an ongoing basis. For more information about that Program and the assistance and security we can provide, please click on this link to the SFW Secure Program page.
