Wealth Management for Business Owners
Personal & Business Wealth Management Solutions
Your advisor will collaborate with in-house teams to provide you with personal wealth management and business strategies designed to complement one another. We know your first priority is your business and making it thrive, that’s why we make you and your finances, whether personal or business, our top priority. Your team may include professionals from Mariner Institutional our business valuation team and our tax group. Together, they offer advice throughout the lifecycle of your business and your life.
Our Specialized
Services for Business Owners
Disciplined Valuation Process
To help secure offers from high-quality companies.
Independent, Defensible Business Valuations
For tax reporting and compliance.
Financial Reporting Standards Advice
For shareholders, creditors, auditors and regulatory bodies.
Personal Wealth Management
Including asset allocation, insurance coverage and estate planning.
Sell-Side Investment Banking
Including confidential marketing, dealmaking, due diligence and closing*.
Accounting and Finance Experience
To help uncover and resolve potential issues.
Retirement Plan Design
To help you implement tax-efficient investing strategies and to help yourself and your associates achieve retirement readiness.
Tax Planning & Preparation
Including multi-state strategies, gift and estate tax planning and IRS representation and support, all to address complex personal and business taxes.
Mariner does not provide all services listed herein. Some services are provided by affiliates and are subject to additional fees. Additional fees may also apply for tax planning and preparation services.
*Sell side engagements that include an offering of securities may include the engagement of our affiliated broker dealer, MSEC, LLC, and may include additional requirements not detailed herein.
Wealth Management for Business Owners Insights
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SECURE 2.0 Act: Retirement Saving Changes
