The value business owners extract from their business is maximized by proper corporate wealth management. Every incorporated business needs a competent Wealth Executive in place, coordinating a team of specialists in tax and estate law, accounting, actuarial, business valuation, wealth management and other relevant fields. The Wealth Executive ensures that at any point in time, and especially with a business succession in sight, there is a proper plan in place to address wealth accumulation and preservation, while aiming for the maximum return upon the transfer of ownership. This is where our team fits in the picture.

HOW WE CAN HELP YOU

Business is personal. At Liederman Team, we operate under the axiom that business succession planning should start as soon as your business becomes profitable. The sooner you start, proper corporate and trust structures, along with suitable corporate financial vehicles and tax strategies can be put in place in a timely fashion to facilitate corporate wealth accumulation and a profitable exit. From this point on, business succession planning evolves and adjusts hand in hand with the business itself and your personal or family circumstances, foreseen or unforeseen.

When we say our approach is holistic, we mean it. Our process, SuccessWise360, is centered around you. Not just your company, not only your legacy, you. We advise business owners and their families both personally and professionally. Under the guidance of a Wealth Executive, our professionals work collaboratively as a team, involving your accountant and using the most advanced financial modelling technology, to provide advice that makes the most sense to you. Your work affects your personal life, and vice versa – they are of equal importance. Through early, comprehensive planning, our professionals assess every situation and present options to help you make informed, strategic decisions based on your unique situation and objectives.