Wealth Management for Business Owners
Half your net worth is in something you can't sell tomorrow.
Your business is the largest, least liquid, most concentrated position you own, which means everything else should be built around it. Usually this isn't the case.
Sound familiar?
01
Your accounts are at two or three firms, and nobody is accountable for the combined result.
02
Your public portfolio is quietly concentrated in the same industry as your company.
03
Nobody has told you what your estate tax bill would actually be.
04
Your spouse hasn't been included in the planning conversation.
05
Your estate documents were drafted before the business was worth what it's worth now.
Charleston, SC
129 Broad Street
Charleston, SC 29401
Birmingham, AL
2 Metroplex Drive, Suite 102
Birmingham, AL 35209