To create a legacy of family wealth, you must first build a thriving family business.
We help business owners do both.
Develop a unique strategy that drives consistent top line revenue growth.
Attract and retain the best talent by investing in their personal development and financial future.
Improve family harmony by better understanding family dynamics and family communication styles.
Create a comprehensive plan to fund today’s financial needs with tomorrow’s dreams.
Coordinate each family members personal wealth, estate and tax strategies with the family business.
Design a business exit strategy that works whether the family business is being transferred to the next generation or the business is being sold.
This is not about the product you make or service you provide. It’s about building a business that:
Discover if your company has any gaps that are holding the company back from achieving its growth potential. The 7Attributes offer insights and tools to address those gaps.
Need help implementing? Gravitas Certified Coach Michael Palumbo can help. Start by taking this assessment. It only costs you 10-minutes of your time.
Managing a 401K plan comes with responsibility and that role often falls to someone who is not well-versed in 401K compliance. This can lead to:
Need help understanding – and demystifying – the company’s 401K plan? Start with this insightful checklist to score your plan.
Don’t like the score? Schedule an appointment and speak with our Family, Wealth & Legacy 401K Specialist, Thomas Smith.
That is a fact. The question is whether it will be a designed exit or twist of fate. Creating a business transition plan while you are STILL active in the family business allows you, as an owner, to:
Planning your inevitable transition is not about giving up control. It is all about controlling what you can.
A featured speaker at the Family Office Summit UK
Winner of the 2019 PlanPlus Global Financial Planning Awards
Collaborators of Family Business Magazine