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FAMILY BUSINESS MADE EASIER

GROW

Develop a unique strategy that drives consistent top line revenue growth.  

FAMILY

Improve family harmony by better understanding family dynamics and family communication styles.

WEALTH

Coordinate each family members personal wealth, estate and tax strategies with the family business.

TRANSFER

Design a business exit strategy that works whether the family business is being transferred to the next generation or the business is being sold.

Are you taking work home with you at night?

Client Centered
  • How can we grow revenue so we can afford to give jobs to the next generation?
  • The next generation isn’t ready to lead, can we ever retire?
  • Will we have enough to retire? 
  • How do we deal with family members outside of the company who were gifted shares and are demanding dividends we don’t have?   
  • Are we paying too much in taxes? 
  • How do we attract and retain top talent in our industry? 
  • I feel like family disputes are affecting employee or family morale. How do I fix this? 
  • My family can’t agree on the succession plan for the company. What do we do?
Talk About It Here

WHERE DO YOU WANT YOUR FAMILY BUSINESS TO TAKE YOU?

Client Centered
  • Healthy, happy and adjusted family relationships.
  • Organization of your personal wealth, investments and financial independence.
  • A succession plan and buy sell agreement that works for all generations.
  • Tax reduction strategies to maximize what you keep.
  • A strategic plan to grow the business that fits on one page.
  • A harmonious culture of accountability throughout the company.
  • An estate plan that leverages the tax law by incorporating all generations.
  • A lasting family legacy
Learn How to Make It Happen Here

HERE WITH YOU THROUGH EVERY PHASE

Our Process

A featured speaker at the Family Office Summit UK

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Winner of the 2019 PlanPlus Global Financial Planning Awards

Winner of the 2019 PlanPlus Global Financial Planning Awards

Learn More About the Award Here
Our Values

Collaborators of Family Business Magazine 

View One of Our Articles Here