Make your business the foundation for your future. A well planned strategy can help you best leverage your success to help create opportunities and security for you, your family and generations to come.
Our integrated approach to wealth management can help you clarify your total financial picture, identify your priorities and focus on achieving your life's goals.
Our client owns a thriving landscaping business, which she runs with the help of her daughter. Her other three children – all boys – are professionals living in other cities. Although she would like to pass the business on to her daughter, she would like to provide for her sons as well.
Customized, integrated solutions
With the help of her estate planning attorney, accountant and Northern Trust financial professionals, she crafts a business succession plan that is designed to help ensure her daughter will own the business at her death. Options they discuss include: