Active Entrepreneurs

We do our best work for first-generation entrepreneurs seeking guidance to help navigate the complexities of success. Many XAG clients admit their success exceeds expectations from when the business began with an idea and one team member. Our clients are ambitious, determined, visionary, and respected, but they need support and expertise to preserve and pass on what they have built.

Our advisory process and services address:

Business succession and continuation planning
Advanced estate and trust strategies
Income and estate tax strategies and solutions
Investment advisory and wealth management
Risk management and insurance solutions
Asset protection structures
Qualified plan advisory services
Executive retention and employee benefits
Legacy and philanthropic planning
Centralized financial organization

Each client’s needs are specific; therefore, we spend the right length of time in our consulting process exploring and understanding your individual goals, concerns, and motivations before developing a strategy. As we complete building your strategy, we begin to focus on the execution of that strategy. From execution we move into continual oversight and monitoring of your personal strategy.