Business Owners and Entrepreneurs
When your job is centered on creating products/services and managing systems that, in turn, provide jobs for others, implementing your own flexible, realistic financial plan commonly never makes it off the to-do list. If you are an innovator or creator in today’s marketplace, The Brown Group applauds your efforts. And, moreover, we want to ensure that your own investment planning is not hindered while your attention is focused on running your business and following your dreams. Over the last few decades, we have helped guide clients’ liquidity events, such as helping them sell their businesses or, in several cases, issues surrounding taking them public. Very few teams understand succession planning in the way that we do and are able to integrate it into a multigenerational estate planning strategy.
Generational Family Wealth
Have you put forth your efforts year after year to accumulate wealth that you’d like to transition to your children, grandchildren, and beyond? The Brown Group stands waiting to provide options and strategies to help you pursue your long-term financial, tax, and estate planning goals and requirements that are designed to work together in seamless and efficient unison. We desire to work with you to position what you’ve built in the proper vehicles that carry on your heritage in the ways that you design. Our process starts with understanding the goals and intentions that are dear to you and your family and then helping craft strategies that stay within those parameters.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Institutions
The foundation, endowment, and pension consulting arena has grown exponentially, with all of the new Department of Labor rules and now with recent Supreme Court rulings. Stephen has served nonprofit and corporate clients since 1988.
Understanding the role of your financial advisor and the expenses around your plan will be paramount moving forward. At The Brown Group, we use our professional experience to provide highly customized guidance. We take a holistic approach to your plan, from design and education to helping you put in the basic governance structure needed to stay in compliance.