From Concentrated Risk to Multigenerational Family Wealth and Security
There are effective and ineffective ways to extract wealth from a business. The ineffective way is to wait until you have to sell, and then scramble under pressure, and get less than you could have, and unnecessarily pay more in taxes. The effective way is to manage extraction as an ongoing process, always building transferable value, always moving wealth into diversified, tax-efficient structures, always preparing for the inevitable transition.
We guide owners through:
Manner of Implementation:
Ongoing Wealth Extraction
Moving capital from your business into personal and family assets, tax-intelligently
Transition Preparedness
Structuring for future sale, succession, or recapitalization long before the event
Diversification of Risk
Protecting your multigenerational family wealth from over exposure to one concentrated asset (your family business)
Multigenerational Wealth Management
Stewarding extracted wealth for children and grandchildren
Family Office Services
Providing the infrastructure, advice, and solutions wealthy families rely on to preserve, grow, and enjoy their capital