Pragmatic wealth management for families and individuals
Business owners’ families
Family-owned businesses face specialized challenges. We know — because we are one.
Think about what differentiates family-owned businesses from others. Sure, productivity and profitability are common to all commercial enterprises, but family relationships, competing interests, shared financial expectations, and succession/legacy issues are exclusive to family-owned companies.
We can also tell you from years of working with entrepreneurs, that they often have the large majority of their wealth tied up in one small, micro-cap stock — their company. That is a risk they would not take under any other circumstances.
At Stephen Bishop & Associates, we aren’t afraid of candid conversations and telling it like it is. In fact, many of our business-owner clients have told us that aside from the management of their financial affairs, the greatest value they get from our conversations is the straight talk about balancing the risk and reward of all their assets, including their businesses, within the context of their overall wealth management.
Give us a call if you would like to have that kind of a conversation.
