Who We Serve
Business Owners
A common challenge for business owners during succession planning is the intricacy of tax laws. The complexity of capital gains tax, estate tax, and deductions can be overwhelming. They must find a way to minimize tax liability while ensuring a smooth transition. Emotional attachment to the business and concerns about its legacy can make it challenging to make objective, tax-efficient decisions. Striking the balance between financial optimization and personal attachment is often a daunting task for business owners.
Corporate Executives
Corporate executives face unique retirement challenges. Their diverse compensation, often including stock options and bonuses, demands strategic financial planning. Many have substantial assets in company stocks, posing diversification risks. Consistent post-retirement income, international tax implications, efficient wealth transfer, healthcare costs, and the transition from a purposeful career are key concerns. Relocation decisions, driven by tax and lifestyle preferences, add complexity. Hence, many seek expert guidance for a seamless transition.
Retirement
Navigating retirement today is complex due to diverse economic and global hurdles. Persistently low interest rates have impacted yields on bonds, forcing retirees to choose between lesser income or riskier assets. Rising life expectancies introduce potential medical costs, especially with healthcare inflation. Global unpredictability, from geopolitical shifts to events like the COVID-19 pandemic, affects retirees relying on investments. Given these challenges, seeking expert financial advice is crucial for those nearing retirement.
