You have a complex situation that should consider multiple generations. Distributing and sharing wealth, building a family enterprise, and enjoying life while you do it requires intentionality. We embed thoughtfulness in our planning and our conversations.
Most of us lead busy lives and don’t necessarily have an opportunity for reflection on how our deeply held values and beliefs have influenced both our accumulation of wealth and our priorities for its use.
As a multi-family office, our mission is two-fold: (1) Empower each generation to fulfill their role in furthering the purpose of the family’s wealth, and (2) Engage each member of the family to discover their unique ability to enrich their world.
Depending on where you are in life’s journey, our services could involve quantifying your wealth, hosting family meetings, and considering gifting strategies to family or charity. We want your core values to be the anchor to key decisions and during life milestones. Through our private client services, we can help you and your loved ones every step of the way.
Chloe Quigley, CEPA, Business Exit Planning Advisor It’s come up in a few conversations lately, so I wanted to address it head on – as a business owner, when is the right time to learn about how to maximize the sale of your company?
Chloe Quigley, CEPA, Business Exit Planning Advisor Before you sell your business, you and your family need to know if you’re prepared financially. Here are some things to think about.
Chloe Quigley, CEPA, Business Exit Planning Advisor What’s the most important thing when selling your business? Certified Exit Planning Advisors know that there are three equally important components of an exit plan:
Wherever you are on your financial journey, we want to meet you there with the insight and tools to get you further.
