For lifelong builders and serial founders
While they share similarities, the goals and financial needs of family business owners and serial entrepreneurs are often very different. To accommodate this, their personal wealth plans and business wealth plans should be tailored to their specific needs and circumstances.
We work with both types of business leaders, and all of those in between, focusing on value creation, market opportunity and risk mitigation, setting up our clients for their next chapters and bold new ideas.
Guiding your success to market
Through our relationships with Raymond James Investment Banking and other partners, we help our clients position their businesses to the demands of the market, helping them stay the path toward value creation while they focus on the day-to-day demands of their businesses.
When it’s time to take your business to the market, we help you be well positioned to take advantage of that singular, high-stakes moment, and prepared for what comes next.
Multi-entrepreneurs
While building the springboard for your even greater next ventures, you must remain responsive to change and new opportunities. Our private wealth process helps you benefit from your ideas today to support your innovations to come.
If you are a serial entrepreneur, we can help you diversify your growth assets, manage your risks and navigate the market for your business as an advocate and liaison when working with our investment banking partners.
Business builders
A thriving family business can be a financial bedrock for generations, being held as a productive source of income or being sold as a highly valuable asset. Unlike serial entrepreneurs who may hold their businesses lightly, family businesses are often a cornerstone of a family’s financial well-being and place in the community. This emotional weight combined with family dynamics creates distinct challenges that must be managed before making major decisions.
We help our clients sort out their goals, create business value, better integrate their business wealth into their personal wealth, plan successions to the next generation, or find opportunities on the open market through investment banking.
