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Walking in Nature

Owners & Entrepreneurs

"There is no passion to be found in settling for a life that is less than the one you are capable of living." Nelson Mandela

You lead a life of complexity.  Yet, you are driven to build out a dream that provides for your family and provides positive impact for many others.  Our team of talented professionals will help you create the clarity you need so you can focus on what's most important.

Growth Planning

  • Retention of Talent

  • Executive Compensation

  • Deferred Compensation

  • Profit Sharing,  Defined Contribution and Defined Benefit Programs

Exit Strategies

  • Pre-Transaction Plan

  • Selling & Marketing Options 

  • Planning for Transition

  • Taxation Strategies for Exit

  • Buy-Sell Arrangements

Benefits

  • Health and Group Benefits

  • Bonus Strategies

  • ERISA Plans & Reporting

  • Wellness

  • Retirement

    • Pre & Post Tax​

Post Exit Management

  • Cash Flow and Income Programs & Strategies

  • Family Office Services

  • Estate & Liquidity Planning

  • Philanthropic Strategies

Tax Strategies

  • Tax Efficient Benefits

  • Deferred Compensation

  • Business Structure

Coordination of Advisors

  • Comprehensive plan inclusive of all advisors.

  • Run by a Talented Team

  • Creation of Transparency for Key Family Members

© 2024 StrongHaven All Rights Reserved. 

Investment advice offered through WCG Wealth Advisors, LLC a registered investment advisor. StrongHaven, LLC is not affiliated with WCG Wealth Advisors, LLC. All content is for information purposes only and should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents where it is not appropriately registered, excluded or exempted from registration or where otherwise legally permitted. It is also not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Investing always involves risk and possible loss of capital.

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