Family Business Advisors | Rochester | Buffalo | Syracuse | New York
Description: We serve middle market family-owned construction businesses: investments & wealth management, strategy and growth, family governance, executive compensation, 401K, family office services, complex estate, trust and tax strategies, succession and exit planning, M&A, PEG, ESOP.
We help family-owned construction company CEOs develop their leadership team so the company can run without them.
Through years of serving multi-generation, business owning families, we have found that a three phase, nine step approach encompasses every facet of a families wealth which includes: Financial Capital (Investments and Taxes, Growing and Transitioning the Business, Estate and Risk Management, Personal Financial Planning), Human Capital (Leadership Develpment-both in the family and the business, Family Governance and Family Dynamics), and Social Capital (Community Impact and Philanthropy).
We focus first on the family . Your objectives and vision for the future - including the obstacles seen and unseen. Next, we dive into the finances . That means both personal and business finances. It's all about utilizing your assets in the most cost-effective and tax-efficient manner possible. Finally, we'll help you focus on the future . That means integrated wealth, multi-generational estate plans and asset protection, family philanthropy and family governance.
Family Business Advisors | Rochester | Buffalo | Syracuse | New York