Family Business Advising & Planning

For more than 20 years, we have been guiding family-owned businesses to create an effective, integrated financial plan for the long run. Working collaboratively with family members of the management team, we design a customized portfolio to carry the business through times of success and struggle.

Key to our work with family-owned businesses is our ability to delve into family dynamics that impact the business structure and process. Our firm brings diverse skills and expertise to the table, but above all, excellent financial and business acumen. And as business owners themselves, John and Eric can relate to the challenges faced by business owners and the need to establish clear financial strategies that support the organization’s business plan. If you are lacking a solid business plan or financial model or need a review of your existing plans, please contact us. We can help!

Customized financial guidance for your family business can include:

  • Strategic and succession planning
  • Estate planning
  • Corporate investment management
  • Compensation analysis and design
  • Health, disability, and employee insurance reviews