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Business Owner Services

TRUSTED ADVICE FOR YOUR BUSINESS AND YOUR WEALTH

Our specialized teams have worked with thousands of business-owning families and entrepreneurs to develop comprehensive plans at the intersection of business and personal wealth.

Case Study

The Value of Early Estate Planning

A business owner with a total net worth of $50 million holds assets roughly divided into three categories: a family business worth $40 million (with $0 tax basis), real estate valued at $3 million and liquid assets of $7 million.
 

Through a comprehensive assessment of the owner’s unique situation and goals, we worked with her to gift 35% of the business in trust to her children and make a charitable gift of $2 million worth of shares of the business. This planning resulted in a 9% increase in the value of her financial legacy.

SPECIALIZED SERVICES FOR BUSINESS OWNERS

Juggling the responsibilities of growing your business leaves little time for managing your personal wealth. Our advisors can help you navigate financial decisions at every stage of your journey.

01

Business Succession

Corporate governance and succession planning expertise for your business assets in trust

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02

Business Transactions

A partner to help you prepare your business for sale and maximize transaction value

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03

Commercial Banking

Liquidity for working capital, acquisition efforts and capital expenditures

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04

Wealth Planning

Coordinated planning to ensure the efficacy of your corporate governance and estate plans

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Case Study

A Successful Sale

Elle and Tom own a manufacturing company based in Texas that they have built over 15 years. We worked with them to prepare the business for sale, navigate the sale process and develop a wealth plan to maximize the benefit to family and charity.

 

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Optimize Your Plan

Our specialized teams work with thousands of high-net-worth business owners and entrepreneurs to achieve their goals for their business and their family. Request a meeting with one of our advisors.