BUSINESS STARTS & EXPANSIONS
Medical Practitioner Looking For Business Consultation
A wealth creator with a private practice, married with four children. The practice has five full-time employees, including spouse as office manager. Real estate holding include private home, vacation property and office building. Additional income is derived through renting several office suites to other medical practitioners.
What we can provide:
- Full investment management of liquid assets and oversight of private investments
- Cash flow management
- Tax planning
- Employee retirement plan consulting
- Succession planning
Entrepreneur Looking To Expand His Ventures
A wealth creator still actively growing wealth through multiple ventures and has two younger children. Some liquidity through employment and prior sale of a business; some assets are used for collateral on lines of credit.
What we can provide:
- Full investment management of liquid assets and oversight of private investments
- Consolidated reporting
- Tax and estate planning