Closely Held Business Owners

Many of our business owner clients started with nothing. For many, the combination of sweat equity and time has created something that can possibly outlive them. The problem many small business owners face is that they are so caught up in running the day-to-day operations of their business that they neglect to put together a well-thought-out exit strategy until it is too late. Unfortunately, this mistake could adversely affect the retirement you envision. Don’t let this happen to you.

At Nevada Family Wealth, we have worked with many closely held business owners who have built their wealth from the bottom up. We understand the complexities and the particular obstacles that business owners face, such as managing a retirement plan and benefit package for their business. Our advisors are well-positioned to access a wide range of services to protect you, your business and your family from a number of negative outcomes that can be prevented with a well-executed financial plan.

“The first one gets the oyster, the second gets the shell.”

Andrew Carnegie