Farm Families and Businesses
You’ve spent years building your family farm. We can help you grow and preserve your wealth whether you’re in the growth phase, starting to transition your farm, or in retirement.
Why choose us?
We understand the unique challenges of farm ownership, which is why we’ve developed a unique approach to guide you through business growth, succession, or retirement.
We have the agility and flexibility to provide you with a more personal alternative to conventional banks and wealth management firms.
We look at your whole financial picture when designing your wealth management plan so you can be confident in your financial future.
We integrate advice from your valued professionals such as your accountant and lawyer to ensure a successful transition.
How we can help
We strive to create a personalized plan based on your needs that:
- Cash flow planning (personal and professional)
- Debt management
- Risk protection
- Retirement planning
- Estate planning
- Optimizing use of corporations and trusts
- Family tax planning and estate equalization
- Minimizing capital gains
- Efficiently transition operations and ownership
- Family cohesion and minimizing stress
- Contingency option
Our experienced team of advisors can help you secure your financial future.
How we work together
When well balanced between you, your farm and your family, successful transitions have the power to generational wealth and legacy.
Plan for your success
The essential guide to succession planning
Want to know when and how to start transition planning?
Please enter your email and we will send you a copy of our Farm Succession Planning Handbook
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