Wealth Planning Services & Solutions

Our Institutional Wealth Management team works closely with business owners and executives, corporations and family-owned businesses to understand your unique financial needs. From wealth planning services including business succession planning to risk management, we have a rich history of creating customized solutions and strategies that build financial confidence and freedom.

Business Succession Planning

The right business succession plan can bring the peace of mind that is only available when you know your business will continue successfully after you exit. Our institutional wealth services solutions include:

Develop a business succession plan that positions you to exit the way you want
Preparing for future liquidity events
Assessing future tax planning needs and concerns
Protecting future business viability including a plan for retaining key employees

Risk Management & Insurance

As part of our comprehensive wealth management approach, our team will review your company's existing insurance coverage, including professional liability, workers' compensation, to determine if any gaps exist and to ensure the ongoing viability of your business.

Wealth Planning Services for Business Owners and Executives

In addition to helping your business reach its financial goals, our team can also work with you (and your employees) to prepare comprehensive long-term plans tailored to your individual needs through our individual wealth management services.