Business Owners

Owning a business offers great reward, but it can come with a price. Income and estate tax issues, control and continuity, and a lack of financial liquidity are all challenges that can have a ripple effect in other areas of your life. NexTier Wealth Management has extensive experience working with business owners and their families to address these and other issues successfully.

NexTier has assembled a well-resourced team of professionals to help you gain clarity and confidence, so you know you’ve made wise financial decisions for you, your family, and your business. NexTier’s advice on the organization and management of family wealth will assist you:

• Create and manage wealth outside the business to achieve better diversification and liquidity
• Make disciplined capital and financial management decisions
• Maintain control, minimize taxes and ensure continuity through practical business succession solutions
• Simplify recordkeeping of the family enterprise through financial inventory and integrated reporting tools

For Privately-Held and Family-Owned Businesses

Since 2002, NexTier has offered privately held businesses in the region an innovative non-banking resource. Providing comprehensive consultative services, NexTier helps business owners bridge the gap between the challenges they face and the solutions they need to succeed - and thrive - from generation to generation.

Learn more about the Family Business Center at NexTier

 

Wealth Aggregation

NexTier’s Wealth Aggregation tool provides the technology for you to make disciplined capital and financial management decisions for your business and employees.
Get organized with a unique tool that enables you to consolidate your financial information at one secure location. Click on the links below to access a demo of this powerful software for your business.

Wealth Aggregation Tool for Business Owners

Wealth Aggregation Tool for CPAs