Let’s face it: you’re likely quite busy running your successful business! And, there are still challenges and opportunities in both your personal and professional financial world that need attention. At T/R, we understand this as we are business owners, too.
So that we may have a positive impact on your life beyond our investment consulting services, we work with an informal network of other professionals to help you with:
- Wealth Enhancement: Minimize the impact of taxes
- Wealth Transfer: Take care of heirs and loved ones in accordance with your wishes
- Wealth Protection: Ensure assets are not unjustly seized through divorce or litigation
- Charitable Giving: Make meaningful gifts to charity in most impactful manner possible