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Guidance For Family Business

Our Approach

Family business leaders need partners that can provide fully integrated personal and tailored guidance for all forms of the family's wealth. We focus first and foremost on the objectives and goals for the family, and then the business – which allows the family's legacy to grow and strengthen.

For Your Family

  • Family SWOT analysis
  • Tax reduction strategies
  • Investment portfolio programs
  • Financial independence and retirement income planning
  • Wealth preservation and transfer strategies
  • Education funding
  • Generational leadership planning
  • Family meetings and family balance sheet planning
  • Family communication and conflict management
  • Beneficiary and trustee strategies

Michael and his team were awarded the 2019 PlanPlus Global Financial Planning Award

Click here to see the press release

Click here to see the judging rubric

For Your Business

  • Business exit; transition and succession planning
  • Next generation leadership development
  • Tax reduction strategies
  • 401(k) plans, defined benefit plans and corporate benefits
  • Business growth and development strategies
  • Family and non-family compensation plans
  • Executive compensation and retirement strategies
  • Equity strategies, synthetic equity, and incentives
  • Buy-Sell agreement design

For Your Legacy

  • Family values, stories, and lessons
  • Charitable strategy and family foundation for all generations
  • Family meetings, family vision, and family mission
  • Family governance
  • Rising generation entrepreneurial development
  • Generational trusts and family bank

Click Here to learn about our Second Opinion Service

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