At Essential Partners, our client partner’s objectives, position, and principles are paramount. We apply our decades of global institutional investment experience to provide comprehensive investment advisory and strategic financial consulting for business owners, families, individuals and companies. As a privately-owned firm, we only answer to our client partners and maintain complete investment autonomy.
We combine the core elements of investment advisory, tax mitigation, and strategic financial forecasting that allow our client partners to protect and grow their capital over time.
We start with our client partners’ cornerstone objectives to develop strategic financial projections rooted in our core understanding of tax, estate, retirement, equity compensation, business ownership and charitable activities.
We build investment portfolios from our foundational knowledge of businesses, economies, asset classes and global financial markets.
Prepare for a business sale across tax, investments, trust & estate
and cash flow planning while utilizing our Family Office Services
pre- and post-sale.
Mitigate lifetime taxes by taking advantage of
legal investment accounts.
Recommend new business tax strategies to
save you money within the IRS code.
Execute professional portfolio management designed to meet
your objectives with less stress & volatility.
Filter personal financial decisions through a forecast to optimize long-
term outcomes and peace of mind (“If I sell my business for “X million”
and my returns are “Y%” what does that mean for my life?”).
Develop a long-term relationship so you have a sophisticated
advisor before you sell your business.