The world today is more complex. The rate of change is not only expanding, it is multiplying in an age of information overload.
Financial, Business transition and wealth planning is a jigsaw puzzle of issues - family, business, financial, and estate.
It takes a team, a collaboration of specialized knowledge with the ability to identify your needs and objectives, then create a process to identify problems and pull the pieces of the puzzle together to deliver a comprehensive financial, business and estate plan.
The team needs a leader to quarterback this process and it is a key part of what we do for our clients.
Keeping on top of your business and personal needs and finding the time to review or address all of the critical issues that can impact your wealth or financial planning is a challenge for anyone. The problem becomes more acute if you are a business owner, or high net worth professional or executive particularly as it relates to planning for your future.
Regardless of whether you intend to keep your business or sell, your business transfer, succession, estate planning, executive benefits, 401(k) plans and overall wealth plan can, if improperly managed, create critical problems that may cost you, your family or business, money or unnecessary taxes.
Unexpected law suits, dealing with active and inactive ownership of the business, shareholder disputes - disharmony, divorce, illness, disability, lack of liquidity, insufficient capital needs and much more, are just a few of the threats that can derail your family wealth or business continuation planning.
Why not take the time to find out if your current planning is still relevant for accomplishing your objectives and explore new ideas and opportunities?
We can help by:
Private Capital Solutions Group is supported by the financial, estate and other resources provided by Lincoln Financial Advisors, and our own team who have experience in wealth management, business continuation, wealth management, executive benefits and sophisticated wealth transfer strategies. Working together they support a turnkey process to help our clients seek new possibilities and to gain greater confidence for their future.
If you ever wonder if your planning is up to date - Take a minute to ask yourself the following questions:
Advisors, Communication and Interaction
Shareholder/ Owner Planning
Liquidity and Capital
Potential Wealth Planning Disconnects and Concerns
Business Succession and Continuation