At Arete Wealth Strategists, I work with;
1) Creative, strategic and entrepreneurial small to medium sized business owners, and
2) Australian/American expatriates domiciled in the US
to bring strategy, structure, clarity and confidence to their financial lives.
Clients come to us for the insight, expertise and wisdom we provide. They are successful, forward-thinking, and comfortable delegating. They value efficiency and high-touch service.
Our skills and expertise include the following;
- Compensation strategies to increase personal wealth outside of the business
- Retirement plan analysis and implementation
- Business buy/sell planning
- Retention of key employees
- Business succession planning and tax considerations
- Risk reduction/Liability exposure strategies
- Help to identify fit between personal goals/values and business goals/values
- Strategic planning for business growth