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Aspiring Entrepreneurs

Client Centered

XAG has the unique pleasure of working with certain clients through an entire business life cycle, from start-up and development to significant liquidity events, and ownership transition.

XAG serves select aspiring entrepreneurs in the development stages of their business.

Our advisory process and services address:

  • Business organization planning
  • Income tax planning
  • Foundational estate and trust strategies
  • Foundational risk management and insurance solutions
  • Financial organization