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Wealth Control Advisors
Rosenheim Financial Services
60 William Street, Suite 200
Wellesley, MA 02481
781-263-4568 MA telephone
781-235-8890 private fax
8451 Egret Lakes Lane
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Business Impact On Personal & Family Wealth
AIM (Audit, Integrate, and Manage) your personal financial planning and business planning via collaboration Wealth Control Advisors and your trusted advisors. Located just outside of Boston, Massachusetts we collaborate with your estate planning attorney, tax attorney, and/or CPA to develop an integrated, comprehensive life cycle plan to help you achieve your financial, emotional, charitable, and heritage goals. For more information, contact us online or call us either at 781-263-4568 (our Wellesley, MA office) or at 561-691-1380 (our West Palm Beach, FL office).
Many privately held companies owners have heirs who may be both inside and outside of the business. Unless care is taken to create an "equitable" distribution of an owner's assets family harmony may be disrupted. Leaving business shares to some family members, who are not involved with the family business, may limit appropriate business planning. Obtaining consensus can be complicated if all family shareholders may get to vote on how business expenditures are made and when. This may impact the heir(s) who actually run(s) the family business from making appropriate or timely financial decisions, potentially jeopardizing its survival.
Wealth Control Advisors helps facilitate "integrated" planning for the current owners and all potential heirs as part of a legacy or total wealth plan. Our Case Study 2: Legacy Planning and Privately Held Business is a cautionary example of inheritance issues and issues with succession planning.
You can read about our comprehensive Tailored Services, or read more about Wealth Control Advisors, click here.
To learn more about our comprehensive personal and family wealth services, call us at 781-263-4568 or email us.
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