Taxes,
Assets & Heirs
PERSONAL WEALTH MANAGEMENT FOR BUSINESS OWNERS
Only 30% of families maintain wealth through the third generation. You’ve spent a lifetime sacrificing and building wealth. *
Will you be part of the 70% who fail or among those who make it?
What’s Important To You?
It's a simple question, but one that rarely gets asked, answered or implemented. Your wealth didn't simply arrive on your doorstep. You've invested everything to get here, and now you want to use that wealth to serve your objectives.
Are you concerned with…
We often work with successful business owners and families who have accumulated significant wealth and are concerned with:
Paying too much in income and estate taxes
Their investments not matching their objectives
Their heirs will blow the money
How can you benefit from an
Optimal Financial Team?
We Help Millionaires Plan Like Billionaires
An Optimal Financial Team
Will Be A Game Changer For You
Wealth Management helps you fill the gap between
where you are today & where you want to be
* Roy Williams and Vic Preisser, Preparing Your Heirs: Five Steps to a Successful Transition of a Family (Oregon: Robert Reed Publishers, 2010)