Protect your business legacy. Secure your family’s future.
Estate planning for business owners requires a sophisticated approach that addresses both personal wealth and business succession. As a business owner or entrepreneur, your estate plan must protect not only your family’s financial future but also plan for your company’s continued success and legacy.
At Avidian Wealth Solutions, we understand the unique challenges business owners and entrepreneurs face in estate planning. Our team can work alongside your estate planning attorney to create comprehensive estate planning strategies that work to protect your business interests, minimize tax exposure, and help your life’s work continue to thrive for generations to come.
Schedule a conversation with us today to learn more about our personalized estate planning advice for high-net-worth individuals.
Billion in client assets under management *
*AUM based on AWS current FORM ADVFinancial professionals
Years of success
At Avidian Wealth Solutions, we understand that business owners and entrepreneurs face distinct financial challenges. From managing cash flow and business valuation to addressing tax implications and planning for succession, business owners must make frequent complex decisions that can impact both their company and personal wealth.
Our holistic financial services are designed to address these multifaceted planning considerations through a comprehensive suite of services including:
Many entrepreneurs have a significant portion of their net worth tied to their business, which can create unique planning challenges. When you work with us, we strive to provide personalized attention to address your business’s specific needs, while also working toward your personal financial objectives.
*Learn more about 6 common risks of entrepreneurship (and how to manage them)
For entrepreneurs, planning a business transition represents one of the most significant financial decisions they may face. At Avidian, we work to help evaluate the various exit planning strategies to select one that aligns with your goals. These strategies could include internal transitions to family members, buy-sell agreements, external sale opportunities, merger possibilities, initial public offering considerations, or management buyout options.
Our team understands that transitioning from active entrepreneurship involves both financial and emotional considerations, and we strive to help structure approaches that address both business continuity and your personal financial objectives.
Continue reading: The difference between succession planning vs. legacy estate planning
At Avidian, our estate planning for entrepreneurs and business owners encompasses analyzing competitive advantages, improving operational efficiency, assessing profitability drivers, and incorporating buy-sell agreement structures into your strategy.
We understand that transitioning from active entrepreneurship involves both financial and emotional considerations, and we strive to help structure approaches that address both business continuity and your personal financial objectives.
Additionally, we can partner with valuation experts and estate attorneys to help evaluate your business’s current value and uncover opportunities for enhancement. Through a coordinated approach, we aim to align your growth objectives with your estate planning goals, better positioning your enterprise for a more secure and prosperous future.
For entrepreneurs and business owners, estate planning involves added complexity as personal and business assets are closely intertwined. Factors such as your company’s structure, valuation, and succession plans are crucial in determining estate taxes, gift taxes, and the efficiency of transferring wealth to future generations.
Business ownership often requires the use of advanced tax strategies that address both company succession and family wealth transfer goals. Our team works to help identify tax-efficient approaches for transitioning business interests, structuring charitable giving plans, and preserving the value you’ve built for future generations. We aim to provide guidance on available options that align with both your business legacy and personal wealth transfer objectives.
Our team is comprised of highly credentialed, specialized, and experienced wealth management professionals who work together to handle multiple aspects of your financial life, including asset management, debt management, risk management, taxation, wealth transfer, and more.
CFPs
CFAs
MBAs
JDs
CHFC
PhD
Business estate planning facilitates the seamless transfer of their business and personal assets, protects their financial legacy, and minimizes potential legal or tax complications. It also integrates strategic planning for entrepreneurs, helping to align business objectives with personal goals.
Key reasons entrepreneurs should have an estate plan include:
Working with a knowledgeable financial advisor who understands business estate planning can help protect your company and loved ones from financial, legal, and operational uncertainties. Through strategic planning for entrepreneurs and the creation of essential estate planning documents, Avidian Wealth Solutions can assist you in making important and often multifaceted decisions while working to make sure your wishes are clearly outlined and legally enforceable for the long-term benefit of both your business and family.
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
