Owning a business involves complex financial arrangements with important consequences for tax, savings and insurance. Proper planning to address your particular financial challenges and opportunities is critical. As a designated Family Enterprise Advisor, we have an in-depth understanding of the nuanced challenges and opportunities that come with being a business-owning family.
We help you accumulate assets and mitigate risk (e.g. incorporation vs partnership, key person insurance, shareholder agreements etc., income protection).
We work with existing advisors to find the optimal capital structures across your business, estate and portfolio.
We help you consider asset protection strategies within the portfolio and overall wealth structure.
We help you plan for the appropriate type of retirement structure.
Relying on our tax and accounting backgrounds, the expertise of Richardson Wealth's Tax Planning Specialists, and external professional advisors, The Hall Wealth Counsel team can advise you on the varied needs of owning a business, planning a sale, and transitioning into retirement. All the while, preserving your hard-built legacy.