Wealth Management for Business Owners

The demands of running a successful business often cause business owners to defer important, personal wealth management issues. Implementing some basic planning strategies can help you make sounds decisions for you, your family and employees and maximize the value of your business when you are ready to sell.

At Key Private Bank, our Business Advisory Services team provides expert commentary and advice on current topics and strategies that impact business owners. Browse our resources below to learn more about the latest trends that could impact your wealth management as a business owner.

IC-DISCs: Permanent tax savings for exporters

Why Captive Insurance: Diversification strategies for business owners

All In the Family: Transferring a business to the next generation

Maximizing personal wealth when selling a business

Beyond the Basics: Retirement Planning for Business Owners

Introduction to Business Advisory Services

Asset Protection Strategies for Business Owners

Defined Benefit Plans: Tax Savings for Business Owners

Fundamental Estate Planning for Business Owners

Selling Your Company: The Anatomy of a Deal

Understanding Buy-Sell Agreements

Tax Implications of Selling Your Business