Advanced strategies For business and personal goals
Our team of CEPA professionals will identify and address all potential objectives, supporting your business, family and personal goals through a variety of tactics and strategies. This includes a detailed financial plan, relevant and impactful tax planning strategies and acting as your sounding board for future investment opportunities in business or life.
From preparing the next generation for the responsibilities of wealth to developing a comprehensive risk management plan, we take an all-encompassing approach to wealth management for business owners.
Our services include:
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- Financial and investment education with members of the family office
- Facilitate regular meetings with your other professionals, e.g., lawyer, accountant and CFO, as needed
- Review progress of deliverables both pre- and post-meeting and track action items progress to completion
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- Educate individual family members on financial literacy, as needed
- Work with the next generation on understanding personal spending and budgeting, tax implications, understanding different investment vehicles, and building their own financial plan
- Facilitate conversation between current and next generation around money, wealth planning and wealth transfer
- Longevity planning
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- Develop financial planning strategies
- Provide relevant and impactful tax planning guidance and strategies
- Assess cash flow requirements
- Evaluate and recommend investment opportunities as requested
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- Review and prioritize goals and objectives of current financial situation, including a net worth statement, cash flow summary and budget/income tax analysis
- Develop a financial management strategy, including financial projections and tax analysis
- Develop an asset management strategy
- Manage and review the implementation and progress of your financial plan
- Lifestyle assessment and planning including discussing and evaluating major buy/sell decisions
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- Identify and implement tax planning strategies to optimize your financial position
- Provide relevant tax planning guidance and strategies
- Analyze tax distribution strategies and facilitate discussions with your other professionals, as needed
- Liquidity event and pre-transaction planning
- Discuss and coordinate any tax matters with CPA or appropriate tax professionals
Raymond James does not provide tax advice. Please discuss these matters with your tax professional.
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- Assess potential exposure to financial liability and develop a comprehensive risk management plan
- Review and develop life insurance management plan in line with financial plan
- Facilitate property and casualty insurance reviews with other professionals, as needed
- Address long-term care needs and present relevant solutions
- Identify fundamental asset preservation strategies
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- Assess estate net worth and liquidity, and develop an estate plan to ensure objectives are met
- Review, identify and implement gifting strategies
- Discuss multigenerational estate planning strategies and collaborate with other professionals to achieve estate plan goals
- Review philanthropic giving and recommend charitable giving strategies, as needed and/or recommended by financial plan
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- Develop, implement and review business succession plans
- Assist in valuation development
- Assess business insurance and disability protection options
- Develop executive execution package and provide educational workshops
- Evaluate exit plans and opportunities
