Wealth Preservation

Historically and still today, closely-held organization are the backbone of our economy representing 80% of businesses. We are interested in seeing closely-held organizations be successful and properly structured for long-term success – for both working and non-working family members. Yet the reality stands that less than 35% of family businesses have formally established estate plans and fewer have carefully developed succession plans.

Led by our expert Robert E. Moore Jr, CPA, CSEP and Shelley Moore chief business strategist, our wealth management services are designed for family businesses looking for individual or packaged services that will integrate family goals into viable strategic and financial tools for legacy planning.

We believe the process should begin with the family meeting about the future of the organization. Next generation members and key employees are involved to gain alignment and develop viable strategic exit strategies and alternatives for the future. Tax implications, stock value, retirement goals, charitable interests, individual job interests and leadership values are all considerations that must be discussed as part of the planning process.

Following are the services offered in this area. Contact us for for more information.

Wealth preservation
Estate planning
Wealth transfer planning
Charitable planning
Succession planning
Retirement planning
Tax consulting