Your operating company is your largest asset — and usually the least planned. We bring the planning layer: structure, protection, benefits and succession that treat the business like the cornerstone of family wealth it actually is.
Built alongside your accountant and lawyer — we quarterback, they execute their lanes.
Holdco/opco design, capital gains exemption readiness and purification — arranged years before a sale, when it still counts.
Buy-sell agreements are promises; insurance funding is what keeps them. We make sure the two match.
Key-person insurance and executive benefits that protect the business from losing the people it can't run without.
Family transition, management buyout or third-party sale — positioned three to five years ahead, not scrambled at the signature.
A 45-minute diagnostic conversation. No cost, no deck, no product. If we can't add value, we'll tell you in the first meeting.
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