Business Owners
The Bass Foley Group has been working with successful business owners for many years. Personal wealth management needs and the needs of the business are often closely intertwined.
The unique planning needs of business owners often demand a team that can help them:
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
The unique planning needs of business owners often demand a team that can help them:
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Prepare for weathering uneven cash flows
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Implement tax-efficient investment strategies to reduce taxes and diversity assets
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Determine when it may be a good time to put an exit strategy in place
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Diversify concentrated ownership positions
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Determine if they are properly protected in terms of liability exposure
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Review structure of estate plan
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.