COMPANY FOUNDER


A business owner has decided to retire and plans to sell their company. They reach out to Spinelli Financial Advisors to establish a plan for protecting their wealth.


They have worked long and hard to get to this point, and they want to create and maintain a lasting financial legacy for their three children, who have established lives of their own. They want their hard work to benefit future generations while also avoiding complications within the family.


The Spinelli Plan

After getting to know our client and understanding what is important to them, we would create a trust structure that aligns with their overall goals. We would look for ways to utilize their assets by analyzing the tax implications while identifying potential challenges. We would examine the timing of distributions and accessibility to additional funds, and then execute those plans. We would also coordinate discussions about the family's wealth to improve communication, reduce family conflict, and guide the next generation on a successful path.

Widow Executive Senior Citizen Medical Professionals Young Professionals Company Founder Estate Executor

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