From Security Services to a Secure Exit Strategy

Challenge

Owner of security services company, five years into a private equity holding. Second marriage with a blended family. Needed proper planning for a second liquidity opportunity. Anticipated liquidity event in 2026 for $50 million.

Solution

We addressed family needs: blended family, four children, corporate trustee and future generational education. Incorporated philanthropic planning and asset protection. Provided mortgage and credit solution for new home purchase.

Results

Performed comprehensive estate planning, including trusts and succession strategies. Structured wealth transfer to minimize taxes and protect family wealth. Ensured preparation for heirs for inheritance.

Seamless Business Support to unlock growth.

Want to learn more? Schedule a call to meet with our team.