Founders
As a founder, your family’s well-being and your business’s financial health are integrally connected. We recognize this relationship and have designed our advisory practice for the specific needs of middle market business owners, their families, and businesses. Our team is here to help advise you on all phases of the business lifecycle, from growth to transition, specializing in strategies to maximize opportunities and valuations. Guiding you to reach your best outcomes.
Guiding you to reach your best outcomes
Synergistic approach
Our team is strategically positioned to bring together the resources necessary to best manage and advance your financial life. We take a unique multi-discipline approach that blends expertise in portfolio construction, tax efficient planning and trust strategies, succession planning, as well as complex capital market and banking solutions. We recognize that the team approach delivers comprehensive results for sophisticated individuals and families with complex situations.
Successfully navigating your next act
For those who have achieved success in life, securing accomplishments, and constructing a fulfilling path forward are paramount. This requires careful consideration and planning. We coordinate with a full team of top-level professionals, creating strategies that will deliver the exceptional results you are looking for – giving you back your time to focus on what means the most to you and your family.
Our clients’ objectives often include
- Accessing Capital for Growth through Equity & Debt Markets
- Growth through Acquisitions
- Appraising and Maximizing the Value of the Business
- Advising and Executing Strategies to Raise Capital, Sell, or Transition your Business
- Minimizing Personal, Corporate, and Estate Taxes
- Preserving Assets and Generating Income for Lifestyle Maintenance
- Integrating Business and Personal Wealth Management Strategies
- Liquidating or Hedging Concentrated / Restricted Positions
- Family Office Creation