Post Retirement Planning - Life After Sale or Retirement
We facilitate discussion and planning with the business owner and other family members on the opportunities, challenges, expectations and responsibilities of life after sale or retirement.
We focus on:
Pre and Post-Sale Tax Planning
We assist our clients in preparing for the sale of a major asset, including the family business. Our focus is on strategies to minimize the tax costs as well as the post sale control and enjoyment of the proceeds.
Liquidity Planning
We work with the wealth creator to prepare emotionally and financially for handling the liquidity event. This may include better understanding the financial markets and investment strategies, and it will likely impact the overall wealth transfer strategies.
Risk Management
When the active wealth creation phase transitions to a more passive wealth creation and preservation stage, the level of acceptable financial and investment risk may change as well. We assist in identifying and planning for this shift to ensure that all the family's financial wealth is integrated with a wealth preservation strategy.
Exploring New Options
With time and resources available, the wealth creator will likely look to new horizons, from lowering their golf handicap to writing the next great American novel. We have worked for decades with groups like Young Presidents' Organization ("YPO"), World Presidents' Organization ("WPO"), The Executive Committee ("TEC", now known as Vistage International), and TIGER 21.
What We Offer
