Business Owners and Entrepreneurs
From Building Businesses to Preserving Wealth: Guidance Rooted in Experience and Objectivity
Sophisticated Wealth Planning for Entrepreneurs, Founders, and Owners—Before, During, and After a Liquidity Event
Successful business owners and entrepreneurs face a unique set of opportunities and challenges. From managing concentrated risk to executing tax-efficient exits and designing charitable and legacy plans, business owners face numerous critical decisions over the course of their careers. HB Wealth partners with you as your personal CFO, providing holistic planning that supports you during your work as an owner and through the next chapter, whether that’s reinvesting, retiring, or reimagining your legacy. As a fee-only fiduciary, our only incentive is your success, not selling you products or funneling you into pre-packaged solutions.
Helping Successful Business Owners and Entrepreneurs Achieve Their Goals
Pre-Sale Strategies
We collaborate with your team of attorneys and CPAs in advance of a sale to optimize your estate structure, ownership options, and tax strategies, building an exit strategy game plan customized for you.
Wealth Forecasts
Preparing for a major liquidity event, we can develop cash-flow projections aligned with your new level of wealth to guide your investment and spending strategies, so you can confidently navigate life after the sale.
Investment Management
HB Wealth can develop a personalized portfolio allocation that targets an income distribution level aligned with lifestyle needs but still maintains room for you to pursue new ventures or interesting higher risk investments.
Asset Protection
We design proactive, layered asset protection plans in collaboration with legal and insurance professionals to help safeguard your wealth from future risk.
Charitable Planning
We help you explore donor-advised funds, foundations, and other vehicles to align your giving with your values, while engaging family members in a shared philanthropic vision.
Business Succession
How can you preserve peace in the transition of a business to the next generation to ensure that both the family and the business prosper?
Read more about Business Succession in a blog written by one of our Wealth Strategists >
Find a Specialist Wealth Advisor
HB Wealth offers several experienced wealth advisors who specialize in working with business owners and entrepreneurs.
This material is not a recommendation, offer or solicitation to sell or purchase any security, and individuals should consult their own advisers before making any investment decisions.