Council Family Office, through our Integrated Wealth Strategies model for business owners, entrepreneurs, small businesses, and corporate financial planning is designed to help them successfully sustain their wealth across multiple generations.

 

The planning and day-to-day responsibilities of operating a business are time consuming and leave little or no time to plan for one’s financial future. Our comprehensive Integrated Wealth Strategies model helps to assure your personal finances are in order and that you are benefitting from the financial and tax benefits owning your business provides.

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Integrated Wealth Strategies

A Roadmap for Maximizing Your Financial Future Through Your Business

Our Integrated Wealth Strategies model is designed to simplify the complexities of family finances, bring order and clarity to your financial plan, and create an orderly generational wealth transfer roadmap.


By leveraging our Integrated Wealth Strategies model our goal, in addition to providing you with someone you can trust and knows you, your family, and your business well, is to:


  • Provide you with an increased ability to focus on your business
  • Provide you with a solid financial plan that clearly outlines the steps and timelines required to achieve your short and long-term financial goals
  • Provide you with a financial plan that maximizes your investment returns while staying within your risk parameters
  • Provide you with detailed information on plan results as they relate to you achieving your financial goals
  • Provide you with a family and business continuity plan.
  • Provide you, if required, coordination with your other financial professionals which may include your accountant, attorney and banker.
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