Closely held businesses require an understanding of a myriad of emotional and financial issues. As a multigenerational family business ourselves, we have a unique perspective into the hard work and attention to detail that goes into growing and sustaining a successful family business.

In addition to being a full-time focus, business owners face several competing demands: growing your company, retaining talented employees, and designing strategies to ensure the continuity of the business. And even after the workday ends, your responsibilities do not. You still have to plan for your retirement and your family's future.

Working with small to mid-sized companies, medical practices, law firms, and professional services companies, we strive to see the big picture and our goal is to quarterback all of the different elements and have the components of your business revenues, as well as your personal wealth, work together in a coordinated way. From helping grow your business, to maximizing its value through a sale, we can connect you to the resources and capabilities that align with your unique needs. We offer a wide array of services that can help you manage your business finances and your personal wealth seamlessly, including:

• Access to cash and liability management

• Investment management

• Credit and lending solutions

• Corporate cash management

• Access to retirement and benefit plan services

• Business continuation and succession strategies

• Multigenerational wealth transfer and gifting strategies

• Key-man and other types of insurance

• Business structuring

• Merchant services

• Private wealth management for business owners its executives

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