Wealth Advisory for Business Owners
You've worked hard to get to where you are. You've accumulated wealth that you want to protect and eventually pass on to your heirs but need direction on how to limit tax exposure and plan for the future. Houston Business Advisors, L.P. provides the financial guidance to help successful business owners and entrepreneurs structure their finances to preserve their assets for future generations.
Our wealth management professionals offer a wide range of proven strategies to achieve our clients' asset protection and wealth preservation goals. We can assist you with personal budgeting, estate planning, exit strategies, and succession planning that will allow you to prepare for retirement and transfer wealth to family members with minimal tax consequences.
Our wealth management services include:
- Strategic tax planning for business owners
- Individual tax compliance
- Wealth preservation
- Personal budgeting
- Estate planning
- Business exit strategies
- Succession planning