Enterprise Advisors
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Qualifications
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Our Enterprise Advisors hold accreditations such as CERTIFIED FINANCIAL PLANNER(™), Certified Family Business Advisor (CFBA)®, Certified Family Wealth Advisor (CFWA)® or Accredited Investment Fiduciary™. We earned B-Corporation Certification, as well as Firm-Wide Fiduciary status from the Institute for the Fiduciary Standard; making it clear that our clients best interest come first. You can find out more about each of our Advisor’s Qualifications here.
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Enterprise Advising
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We work with family offices, businesses, and nonprofits on strategic and business improvement initiatives. For example, this may include Estate Planning that aligns the family and business priorities, Succession Planning within a closely held business, Corporate debt reduction strategy, potential Commodification of Business or Assets of Business, Establishing a Family Office, Retirement Plan Design, Corporate Restructuring, Financial Analysis, and Strategic and Business Planning.