Strategic Guidance Focused on Objectives and Principles
Business Owners & Entrepreneurs
At Kimsa we appreciate the work that entrepreneurs do to build their businesses, their communities and the wider economy. We help them integrate their business financial planning and personal financial planning at every stage of their business journey.
Through our Virtual Family Office, we provide access to a wide range of strategies that help business owners achieve their goals. Effective financial planning with entrepreneurs often involves our specialties:
- Advanced Tax Planning
- Key Employee Retention
- Risk Management
- Buy/Sell Agreements
- Exit Planning
Tailored strategies delivered by experts
High-Net-Worth Individuals
Owning over $1 million in net assets requires different approaches. As wealth grows, it is essential to consider advanced strategies to protect it.
Our structured approach to personal financial planning ensures that each client has a financial plan that helps them implement the right strategies to realize their objectives. Services for high net worth individuals include:
- Insurance
- Asset Protection
- Security
- Estate Planning
- Planning for Family Dynamics