Transition into a well-funded retirement
The investment you’ve made in your business over the years – your time, your wealth, your energy – can’t be measured. And in the end, it’s about the life in your work – not the work in your life.
Whether you’re retiring next year or several years from now, we’re here to help you build a succession plan – one that helps you envision a fulfilling retirement and the next stage of your business, working with you and your chosen successor, or supporting the wind-down process if you should decide to sell your business.
When it’s time to transfer the value of your business wealth to your family members, we can tailor a strategy to help maximize the value of the assets they receive and help manage the tax impact.
Private Banker International Global Wealth Awards 2017
Wealth Tech Awards 2018 presented by PWM
2018 Euromoney Private Banking and Wealth Management Survey