BUILDING WEALTH ISN'T EASY -
KEEPING IT SHOULD BE.
ABOUT US
We are a boutique financial-planning and succession-strategy firm with a long track record of helping owners of successful, privately-held businesses protect their holdings and plan the next stage of their lives. Our clients generally operate in highly complex environments, surrounded on all sides by legal and financial service-providers who offer a staggering amount of advice. While much of the advice may be useful, its sheer volume can be confusing and oftentimes conflicting. We cut through the clutter and provide our clients with solutions tailored to their priorities. We help our clients make the best decisions for their businesses, and then to drive the change-process to completion.
Our clients appreciate being challenged to consider their plan. Some introductory questions we ask our clients regularly are:
-
What happens in your current succession plan?
-
Has your life or business changed since the current plan was enacted?
-
Where do you see your company in 5 years? 10?
-
Is the next generation ready to become leaders in your business?
-
Who are your key employees and how do they fit into your plan?
-
If you were to sell your business, when would you hope that would occur?
-
What charitable aspirations do you have?
-
What implications could a change in tax law have for you?
OUR CLIENTS ARE:
Strategic Thinkers
Our clients often have used tactical savvy to build their companies or climb to the top of their professions. While effective “blocking and tackling” wins the day in the short-term, a more strategic mindset is required to maximize long-term holdings. The right team of trusted advisors helps the client frame the right strategic questions.
Decisive Decision Makers
Our clients are adept at quickly absorbing information and have no fear in making decisive decisions. We are confident in our ability to give you creative, bespoke, process-driven solutions so you can make the best possible decision for you and your family.
Visionary Leaders
The business that initially generates wealth for a family may be only one piece in a larger legacy. The most successful families create an enterprise that transcends one area and nurtures diverse ventures for both profit, family, and charity.
WE HELP OUR CLIENTS DO MORE FOR THEIR BUSINESSES, THEIR EMPLOYEES, AND
THEIR FAMILY.
SERVICES
Pine Valley is different because we have both the desire and breadth of experience to manage the technical and personal aspects of your family’s needs.