We have Valuable Experience
This business owner is in the process of selling their business.
The business owner desired to reposition the business before the sale, gifting illiquid shares to heirs, and ensuring a successful company sale. Once the sale was completed, their aim was to diversify their investments to reduce the concentrated risk they had experienced throughout their career and alleviate stress.
They also felt the current economic backdrop was dangerous due to governments overspending and central banks overprinting money and were seeking advice outside of a traditional stock and bond portfolio to protect against these risks.
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Professional Adviser Team
Pre-planning is key before a business sale is enacted. We helped them evaluate their current roster of advisers and worked with them to orchestrate sophisticated pre-sale planning that largely resulted in tax-efficient gifting to their family. We brought in an estate attorney experienced with many business sales of similar scale.
We provide online reporting systems that allow consolidated reporting across all family holdings including the tracking of private investments and cash flows, with access to reports available on our private client portal 24/7.
Financial Data Aggregation
We serve as the middleman for tracking and collecting tax statements (1099s, K-1s) for all family investments and distributing them directly to the family’s accountant, saving time and money.
Access to Deal Flow
Our connection to the family office space allowed us to bring unique private investment alternatives to the family in areas including direct deals in private credit, venture capital, and real estate.
Expertise in Hard Assets
We helped secure the storage of physical gold and silver in Brinks-equivalent vaults in the US, Zurich, and Singapore. This ensures their metals are held securely outside of the banking system.
Lines of Credit
Through our expertise, we facilitated the negotiation of advantageous lines of credit, ensuring they have a reliable option for unforeseen borrowing needs.
We worked with the estate attorney and CPA to restructure the company pre-sale and to gift discounted interests in the company to trusts for children. This allowed a tax-efficient and leveraged transfer of wealth to the next generation.
We recommended a legal structure in conjunction with the estate attorney that limited liability for the family. Similarly, we worked with the insurance agent to ensure enhanced protection in areas where the family might have liabilities.
We helped harvest taxable losses to offset against the business during the year of its sale.
We serve as a valuable educational resource for their children, providing essential support and resources for their learning journey.