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.


Beyond the Basics: Retirement Planning for Business Owners


College Funding Strategies for Business Owners


Introduction to Business Advisory Services


Redefining Retirement for the Business Owner


Asset Protection Strategies for Business Owners


Defined Benefit Plans: Tax Savings for Business Owners


Contingency Planning for Business Owners


Top Mistakes Business Owners Make When Selling Their Business


Fundamental Estate Planning for Business Owners


Selling Your Company: The Anatomy of a Deal


Understanding Buy-Sell Agreements


Tax Implications of Selling Your Business