Wealth Management for Business Leaders
A comprehensive assessment of professional and personal challenges, followed by the engagement of the appropriate specialist through a network of carefully selected partners.
Align the company's decisions with the executive's personal goals.
Compensation, dividends, social security, investments, business succession, and real estate planning should not be addressed in isolation. The firm helps clarify objectives, identify accounting, tax, and financial interdependencies, and then coordinate the involvement of the appropriate professionals.
Common Situations
- Optimization of the compensation for the manager or president.
- Optimizing Corporate Cash Flow.
- Balancing Salary, Dividends, and Retirement Savings.
- Planning for Private or Business Real Estate Assets.
- Protection of Spouses and Families.
- Preparing for a sale, a transfer of ownership, or retirement.
The right person to contact for every need.
Clarify
Understand the company's situation, its revenue, assets, constraints, and the CEO's objectives.
Guide
Identify the issues that require the assistance of a wealth management advisor, a notary, a tax attorney, an insurance agent, or another specialist.
Coordinate
Share useful data, ensure consistency in assumptions, and facilitate communication among the various boards.
Topics that may be covered
A clearly defined scope
LEBRUN Audit & Advisory does not directly provide financial investment advisory services. When necessary, the firm refers the client to a licensed professional within its network. Each party remains responsible for its own recommendations and regulatory obligations.
Organize your professional and financial matters.
An initial discussion helps clarify the objectives and identify the expertise needed.