Everyone is impacted by changing markets, economic conditions, laws, regulations and shifting family dynamics — these are especially important factors that can pose major risks to family wealth. Your senior family advisor will work to understand your unique situation and alert you to potential risks, allowing you to mitigate them with timely, informed action.
Your senior family advisor will help prepare you for potential risks to your family’s wealth, while using innovative solutions to turn those risks into opportunities.
WE CAN HELP YOU
- Review markets and regulatory changes
- Manage tax planning and compliance*
- Assess insurance coverage
- Advise on family business issues, including succession planning
- Plan your estate
Defining the future of your family business
Family businesses often face specific challenges that make it difficult for them to survive from one generation to the next. Our family business consulting services can help you understand those challenges and create a plan to overcome them.
WE CAN HELP YOU
- Think about long-term issues beyond the day-to-day running of your business
- Provide a broad range of family business advice informed by Commerce’s experienced advisors
- Coordinate with your other advisors to ensure all parties work toward the same goals
- Evaluate big picture options to buy, build, or sell a business
- Conduct strategic planning for the business
- Introduce outside specialists in areas of special focus
ADVICE YOU CAN TRUST
For more information on the services we provide and our unique approach to managing your financial needs Contact Us >>
* Consult your tax advisor