Financial advice is frequently influenced by specific events. At Biograph Wealth Advisors, we collaborate with clients through various financial milestones to ensure that each significant financial occurrence aligns with their own financial plan.
Sale of a Business (full or partial)
The sale of a business is often the result of years (and sometimes decades) of hard work and sacrifice by the business owner. At Biograph Wealth Advisors we understand the importance of this new wealth to the client family. We work with clients and their other professional advisors before, during, and after a business sale to ensure they optimise their financial resources effectively. While the sale of a business will often bring significant wealth, the deployment of this wealth needs to be aligned with a tailored financial plan that is regularly reviewed and updated.
We can also introduce clients to our network of professional advisors (corporate finance, tax and legal for example) to ensure they are transaction ready in advance of putting a business up for sale.
Estate Planning
Estate planning is a complex area. We all have different ideas on what we would like to do for children and family members as part of our legacy. At Biograph Wealth Advisors, we firmly believe that the intention behind any gift should be the primary focus, with tax planning being a secondary consideration. We support clients' families in deciding on estate planning and gifting options, while ensuring their own financial plans remain secure and unaffected.
We also assist clients who have received inheritances or gifts by helping them develop their financial strategies and advising on the best ways to utilise these new funds, whether that means reducing debt, making long-term investments, or other financial goals.
