Plan for and mitigate any potential risks
Risk mitigation is arguably one of the most critical components of executive wealth strategies. Some of the biggest risks can come from leaving the future of your finances and your company unplanned.
Securing and preserving what you’ve built requires a greater understanding of the potential risks that can come from healthcare expenses, volatile markets, transferring your wealth, illness, and other unpredictable life events. Not to mention the risk you face when part of your annual compensation is based on incentive options and restricted share units.
Through our multidisciplinary approach, Avidian Wealth Solutions helps our clients plan for and mitigate risk across their financial plan, working to protect your annual income, and can even offer formal business succession planning to assist in a smooth transition of your company after you’re gone.