Your wealth doesn't stop with your personal balance sheet. We work with business owners and institutions to develop cash management strategies, 401(k) plan design and management, and maintain ongoing retirement education for employees.
Every business is different. We work with our clients to design a cash management strategy that takes liquidity, taxes, interest rates, and opportunity cost into account.
Whether through the use of Buy-Sell agreements, etc, or etc, the continuity of your business is important.