Business Ownership and Personal Wealth are Intertwined.
Whether you’re still building your business – or ready to address your exit strategy – we can help you formulate and execute a plan that integrates the goals you have for your business, yourself and your family.
Designing a plan for your company’s future requires specialized expertise. And the best solution balances both sides of the picture – your family and your business. Watch our video to learn more.
March 23, 2016 - Selling a Business - How Do I Prepare?
Speakers: Dennis Kessler, former Co-President of Fel-Pro, Inc., and Charlie Mueller, Northern Trust's Trust and Advisory Services Practice Executive
December 2, 2015 - Succession Planning with a Capital "S"
Speakers: Paul C. Darley, Chairman, CEO & President of W.S. Darley & Co., and Charlie Mueller, Northern Trust's Trust and Advisory Services Practice Executive.