Business and Succession Planning
Running a business is part of your family story, and it’s fundamental to leaving a legacy. At Artisan Private Wealth, we create wealth management strategies informed by your family-owned business and composed to evolve as you experience significant events during your lifetime.
We can assist with growing your wealth, preparing for retirement, transferring wealth to the important people in your life, and distributing funds to charitable causes you value. The financial services we provide span tax efficient strategies to estate planning to alternative investments.
Starting with an assessment of your business and overall financial situation, we work with you to create a comprehensive, detailed plan that accounts for unexpected scenarios and designates your preferred person or entity to assume your role when you’re ready to move on to the next phase of your life.
Investment Management
Our approach to investment management is focused on tailoring solutions for business owners. We work with our clients do develop customized wealth plans to help meet their individual needs.
(Investing involves risk and you may incur a profit or loss regardless of strategy selected.)
Estate Planning
Our goal is to help clients pass on their full legacy (values, life lessons, visions for the future), which go beyond just their financial legacy, and charitable giving is often a core part of that legacy. We understand your wealth is so much more than a balance sheet.
You deserve a well-constructed estate plan that reflects your values—whether that’s establishing a trust or charitable giving. Ultimately, an estate plan should reflect your life’s work and your values. We’re here to help.