Wealth management integrates personal finances with business interests, helping owners manage cash flow, optimize compensation, diversify away from business risk, and plan for succession or an eventual exit.
Yes. Wealth managers work alongside attorneys, CPAs, and valuation experts to prepare for business transitions, structure deals tax-efficiently, and plan for life after a sale.
A coordinated strategy is developed to balance business reinvestment with personal diversification, retirement savings, and liquidity planning, reducing overconcentration risk.
Wealth management includes designing and optimizing retirement plans such as 401(k)s, profit-sharing plans, defined benefit plans, and executive compensation strategies tailored to business structure and goals.