BUSINESS CONTINUITY PLANNING

Owners of closely-held businesses face unique challenges in managing their wealth and at the same time enjoy many special advantages in optimizing and transferring the value of those business assets.

We design strategies that maximize value and minimize income, gift, and estate taxes. Pillar Financial Advisors helps closely-held business owners sort through the complex choices that affect both the long-term success of the business and the financial goals of the owner and the owner's family.