AWP & the Entrepreneur
Managing your wealth can quickly become a full-time job.
How much longer are you willing to shoulder the burden alone?
“Entrepreneurs and CEO Founders have unique planning challenges. I know. I am one.”
Steve Olson, CFP®, AEP®
CEO | Family Wealth Advisor
and remedy vulnerabilities.
No matter how exceptional your financial, accounting and legal professionals may be, when acting on their own, their efforts are disjointed – frequently putting you at a disadvantage.
Most won’t admit they lack the multidisciplinary expertise to identify all the potential holes within the wider framework of your plan.
We identify gaps and inefficiencies driven by:
What could be
LET US SHOW YOU
holding you back?
Discover missed opportunities.
Through our thorough review process we will help you get more organized, identify and correct missed opportunities and educate all those involved with four main goals in mind:
- Identify areas to save you money
- Protect your income and your assets
- Continue to grow your assets
- Promote your life enjoyment
Investments are only one piece of the puzzle.
Life and Business changes, along with new opportunities occur throughout every year. These events impact your financial well-being and take on a domino effect, impacting investment risk/return considerations, tax, legal, estate, and asset protection requirements and outcomes. We offer a comprehensive approach to managing private wealth across the spectrum.
AWP ensures a smooth transition when passing the family torch through our expertise in Business Transfer Strategies, Business Valuation, Insurance and Risk Management Mitigation, Section 1031 exchanges and Delaware Statutory Trusts (DSTs).
Asset Protection & Privacy Planning
AWP’s asset protection planning strategies aim to protect your family to the fullest extent from creditors, predators, taxes, divorce, and probate.
Charitable Giving & Philanthropy
AWP can help you maximize the giving and the financial impact to the organizations that you care deeply about. Whether establishing Employing Donor Advised Funds (DAFs) or Charitable Trusts, AWP will guide you through the process to execute on your wishes.
Whether for Public, Private or Real Estate investments, AWP uses research and analysis to determine which offerings are most attractive for your unique situation. AWP provides the flexibility to either manage portfolios both in-house, or by identifying, analyzing, and monitoring institutional-quality money managers.
Your retirement is for you to enjoy the lifestyle you’ve worked to establish for you and your loved ones––not getting bogged down with the management of your finances/investments. A partnership with AWP means we do it for you.
Tax Planning & Minimization
By analyzing the unique circumstances of your estate and employing creative strategies, AWP’s comprehensive and proactive approach works to minimize tax impact and protect assets.
Learn more about our Entrepreneurial service offerings.
Take a closer look at our partnerships.
Every wealth story is different. See how we approached some of our actual client partnerships.
CASE STUDY I
Domestic & International Tax Planning
saved in annual income taxes
reduction in capital gain taxes
CASE STUDY II
Domestic & International Estate Planning
increase in survivor income
increase in legacy
CASE STUDY III
Entrepreneur's Sale of Medical Practice to Private Equity
in annual federal tax savings
reduction in estate taxes
CASE STUDY IV
Multigenerational Real Estate Family - Investor/Developer
in capital gain taxes eliminated
in estate taxes avoided
CASE STUDY V
Corporate Executive & Sophisticated Investor
capital gain taxes eliminated
annual income tax savings