Private Business Owners
Private business owners are dedicated entrepreneurs focused on growth, profitability, and long-term sustainability; balancing business demands with personal financial goals.
Our Approach
Collaborate with Your Trusted Advisors for Holistic Financial Management
At SCWA, we work closely with your trusted advisors to provide a holistic approach to financial management, ensuring that all aspects of your personal finances pre- and post-sale are aligned with you and your family’s long-term goals.
Tailor Post-sale Investment Strategies for Tax Efficiency and Growth
We customize post-sale investment strategies that focus on maximizing tax efficiency and growth, combining passive, low-cost investments with carefully selected alternative assets to enhance portfolio performance.
Create Estate Plans Designed to Ensure Asset Distribution and Minimize Taxes
Our estate planning services ensure that assets are distributed according to your wishes while minimizing tax liabilities, helping your organization preserve wealth and secure its mission for future generations.
Select Life Insurance that Aligns with Financial Goals and Protection Needs
We help you select life insurance solutions that align with you and your family’s financial goals and protection needs, providing coverage that secures your assets while supporting broader financial objectives.
Did you know?
Nearly two-thirds of family businesses do not have a
documented and communicated succession plan
TeamShares, Succession Planning Statistics 2023
Contact Us
Schedule an Introductory Meeting with Us!