Aspiring Entrepreneurs

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