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Dreams Come True
Dreams Come True

Encore Wealth Planning specializes in transitioning small to midsize family business owners and executives faced with retirement and passing on their businesses. A strategic partnership, an inner circle of the area’s leading attorneys, investment bankers, accountants, estate planners and certified financial service professionals handle the transition period, planning for the future…all at your beck and call. Each expert has been dealing with closely held family businesses for over 20 years. These Baby Boomers’ businesses may or may not have successors interested running the business. There are a number of planning tools that must be set in place in both a legal and management standpoint to oversee the transition to either family or outside parties.