Professionals require unique planning as they must integrate both personal and professional capital into their retirement and intergenerational planning. Tax efficient strategy is important for optimal preservation and transition of assets.
Business owners have personal assets and complex corporate structures that require an efficient plan to ensure successful preservation and transition of their hard earned wealth. Their future is dependent on a plan that integrates all capital and family objectives.
Farming families have important issues that require an effective plan. This may include retirement planning, monetization of assets and their farm values, dealing with passive and active assets, and efficient transition of assets to family members and next generations.