Specialized Financial Planning for Business Owners
Entrepreneurs face unique financial challenges. Global Advisers helps business owners integrate personal and business planning, reduce taxes, manage risk, and build wealth.
Specialized Financial Planning for Business Owners
Entrepreneurs face unique financial challenges. Global Advisers helps business owners integrate personal and business planning, reduce taxes, manage risk, and build wealth.
Trusted Wealth Guidance
Entrepreneurs and business owners face a distinct set of financial challenges—and opportunities. At Global Advisers, we help owners build durable wealth both inside and outside their companies. From startup to succession, our solutions integrate tax strategies, entity structuring, insurance, and investment planning.
Connected Resources
Entrepreneurs face unique planning needs—irregular income, concentrated equity, pass-through taxation, and succession concerns. Without integrated financial advice, wealth often leaks through poor tax alignment or missed planning windows.
Global Advisers delivers advanced strategies that help protect business-generated wealth and align it with your long-term personal goals.
Business & Personal Cash Flow
- Coordinate business income, owner compensation, distributions, and personal spending needs
- Maintain appropriate liquidity for taxes, operating needs, major purchases, and unexpected expenses
- Evaluate business and personal cash reserves as financial needs change
- Coordinate business cash management with the owner’s broader investment and financial plan
Retirement Plans & Employee Benefits
- Evaluate 401(k), profit-sharing, cash balance, defined benefit, Solo 401(k), and other retirement plan options
- Coordinate owner retirement contributions with business cash flow and personal savings goals
- Review existing retirement plans for investment structure, costs, participation, and plan design
- Evaluate employee benefit programs in relation to workforce needs, recruiting, retention, and business objectives
Exit, Succession & Liquidity Planning
- Model the personal financial impact of a business sale, ownership transition, or partial liquidity event
- Evaluate how potential sale proceeds could support retirement, investment, spending, and legacy goals
- Develop investment and liquidity strategies for proceeds received from the business
- Coordinate succession and ownership-transition planning with attorneys, accountants, valuation professionals, and other advisers
Investments & Diversification
- Build personal investment assets outside the business to reduce dependence on a single source of wealth
- Invest excess personal liquidity according to long-term goals, risk tolerance, and time horizon
- Coordinate taxable, retirement, and business-related investment accounts
- Develop diversification strategies as business value and personal wealth increase
Business Protection & Insurance
- Evaluate key person life and disability insurance for owners and essential employees
- Review funding strategies for existing or proposed buy-sell agreements
- Evaluate business overhead expense coverage and owner income protection
- Identify insurance gaps that could affect business continuity, ownership, or the owner’s family
Tax, Estate & Wealth Transfer Planning
- Coordinate business income, owner compensation, retirement contributions, and investment income within the broader tax strategy
- Incorporate business ownership and potential liquidity events into long-term tax planning
- Coordinate beneficiary designations, estate planning, and business interests with the owner’s attorneys and tax professionals
- Develop charitable and wealth-transfer strategies around family, estate, and legacy objectives
Explore Our Solutions
Discover how we can help you navigate your unique circumstances.
Discover Our Offerings
Wealth Planning
Specialized Services
Investment Advice
Private Banking
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800.832.8514
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