Comprehensive Planning
Comprehensive Wealth Planning
As part of our full overview of your finances, we offer a convenient source of professionals in other practice areas such as business succession planning, valuation services, business planning, investment advisory services, personal tax planning and compliance, risk management analysis (insurance needs), education funding, cash flow and retirement planning all integrated with your personal financial plans.
We help our clients in the implementation of sophisticated, creative and flexible giving and tax minimization strategies. We bring specialized resources to your personal needs by identifying specific issues.
Entrepreneurs and Business Owners
Entrepreneurs and business owners face many challenges. Perhaps the most difficult are those relating to the succession of management or planning for the appropriate exit strategy. Wealth management planning is essential to protect the interests of the family. We help our clients in the design and implementation of appropriate exit strategies and leadership transitions.
High-Net-Worth Families
We work with our high-net-worth families in designing strategies to protect and enhance family wealth for future generations. We accomplish this by helping clients minimize income and transfer taxes and creditor access to family assets. We design, implement and monitor innovative and comprehensive wealth planning techniques that are based upon our clients’ personal visions for providing for their family’s long-term security.
Executives
We provide wealth management solutions to executives of public and private corporations, large and small. We work one-on-one with our executive clients to evaluate their family wealth-building goals, we help them formulate personal financial strategies which we monitor over time. We aid our clients in areas such as retirement plan distributions, stock option issues, beneficiary designations, estate planning and documents, education planning, risk management, domicile, residency and citizenship status.
Our Wealth Planning Process
Our approach will guide you through the process of formulating your objectives, understanding your current plan’s implications, designing and implementing new strategies and then monitoring for on-going changes in your family’s situation, new objectives, changes in the economic environment and changes in tax laws.
The Sullivan Bille Group
The Sullivan Bille Group of companies are able to offer assistance in finding the appropriate professionals to aid in any personal financial or business situation.
- To value assets that may be transferred in conjunction with a wealth transfer plan.
- To issue audited or reviewed financial statements.
- To provide expert testimony to courts in matters of taxation and accounting.
- To aid in drafting a succession plan for family businesses.
- To structure tax efficient business organizations and ventures.
- To provide management consulting and profit enhancement consulting.