Wealth Management for Business Owners and Executives

Helping entrepreneurs get more from what they’ve made.

Schedule a conversation

Wealth management designed to simplify your life as a business owner

Business owners and executives have a lot to focus on, and the time required for proper personal wealth management is often in short supply. That’s where Avidian Wealth Solutions comes in.

Our multidisciplinary team offers a comprehensive approach to wealth management for business owners, executives, and entrepreneurs, working with you to streamline and optimize your financial life so that you can keep your focus where it matters most.

Our optimized approach to wealth management

Our experienced team of wealth management professionals offers personalized solutions customized to fit your individual goals and circumstances, helping you consolidate your personal and professional finances into a cost-effective plan that evolves with you and your life.

Investment
management

Financial
planning

Estate
planning

Tax
strategies

Risk
management

InvestmentmanagementFinancialplanningEstateplanningTaxstrategiesRiskmanagement

Estate planning

High-net-worth estate planning is a critical component of financial security for individuals with significant assets. We help you take advantage of strategies such as trusts, asset protection, and charitable giving while staying on top of tax law changes in an effort to protect your hard-earned assets when transitioning them from one generation to the next.

How we help:

  • Reviewing wills, trusts, and other documents
  • Confirming and coordinating beneficiaries
  • Direct collaboration with your legal and accounting teams

Learn more about our estate planning solutions.

Ready to take the next step toward a simpler financial life? Schedule a conversation with us today.

$

Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

Featured In

Wealth services created to help you build on your success

With the right advice and guidance, business owners and executives can make well-informed decisions that will help them reach their financial goals while simultaneously protecting their assets and positioning themselves for a graceful exit.

As your wealth management partner, we aim to provide personalized strategies tailored to your specific needs and objectives, helping you create a plan that simplifies your current situation and positions you for long-term growth and security.

Our tailored wealth management solutions for founders and executives cover a wide range of financial aspects including but not limited to:

Financial planning

By bringing together people with expertise in estate planning, investment analysis, investment specialists, and Certified Financial Planning, we work with you to achieve the highest possible valuation of your business as well as its continuity beyond your time.

Learn More

Succession planning

Many business owners don’t want to think about giving it up, but what if the unthinkable happens? When done correctly, succession planning can provide you with a smooth and tax-efficient method of business succession in the event of an unexpected change such as illness, disability, or divorce.

Learn More

Business risk management

Through our family office environment, we help our clients develop strategies for risks including using cash flow to leverage or eliminate debt, benefit analysis of cash purchase versus financing, collateralized lending strategies, business estate planning and/or business succession, and business retirement and liquidation.

Learn More

Retirement planning

By taking advantage of simple tools such as employer-sponsored plans and individual retirement accounts (IRAs), in partnership with Avidian, small business owners can work towards setting themselves up for long-term success and peace of mind during their golden years.

Learn More

Wealth transfer

Small business estate planning is an important part of protecting your legacy. Taking steps now could help protect yourself and your loved ones from any unexpected financial surprises down the road, giving formal directions so that your wishes are respected.

Learn More

Tax planning

Avidian can work collectively with your existing financial team to identify areas for potential tax savings. Our high-net-worth tax strategies cover multiple aspects including tax reduction, maximizing credits and deductions, reviewing tax returns, and annual tax-loss harvesting.

Learn More

Why do founders trust Avidian Wealth Solutions for their wealth management?

Avidian was built with the multifaceted needs of entrepreneurs and business owners and executives front of mind. We know first-hand how many unique considerations go into ensuring your continued financial health and have assembled a multidisciplinary team capable of helping you work toward optimizing your financial life — from expansion to succession and beyond.

What Avidian offers you:

True peace of mind

Avidian has more than two decades of experience working with founders and their families. When you partner with us, we can work together to bring clarity, stability, and security to your financial life so that things such as your estate plan and exit strategy are consistently updated to reflect your current wishes.

Streamlined personal and professional financial life

With Avidian as your wealth management partner, your financial life will have the opportunity to become more consolidated, better coordinated, and therefore more cost-effective. When applicable, we work off a five-pillar model, assessing and analyzing your current situation from multiple angels. From there, we have the ability to create a comprehensive plan for the future, implement that plan and monitor its progress over time. We keep in regular communication with you to set your plan up to stay in sync with changes to both your personal life and professional financial goals.

Flexible financial plans that evolve alongside you

Whether you’re coming to us concerned about the performance of your portfolio or you’re outgrowing your current advisor, we understand that your life as a business owner is ever-changing, and that your financial partner should be able to help your financial plan reflect those changes.

We work closely with you and update our strategies as needed to account for any new developments, goals, or milestones. We also provide access to wealth solutions spanning from estate planning to small business retirement planning and employee benefits counseling so you can make informed decisions that align with your goals.

Do you have a formal exit strategy?

Two-thirds of business owners don’t have formal succession strategies in place. Are you one of them? A business succession plan isn’t only important for the owner — it’s vital for all stakeholders, employees, and clients as well. Whether your goal is internal succession planning, external succession, or a combination of both, we believe that all business owners should be able to answer these seven questions.

Seven questions to ask about your succession plan

  1. What does a successful transition look like for me?
  2. What is the valuation of your business?
  3. How have you reduced the risk and increased the value of your business?
  4. Have you hired key employees and professionals who are a good fit long-term?
  5. Are your clients connected to the firm rather than to an individual employee?
  6. What are you doing to effectively scale your business?
  7. Are you able to demonstrate consistent growth?

Our financial advisors can help you understand the many factors that influence your answers to these questions and create a succession plan that makes for a strategic transfer or sale of your company. How can we help?

Avidian can help you prepare for sale or transfer by simplifying coordination between valuation consultants, legal and financial teams, as well as assist in developing a tax-advantaged strategy to include risk mitigation.

Let us help the business you’ve worked so hard to build endure long past your lifetime.

Financial insights for business owners and executives

Contact us

Schedule a conversation

Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*