Navigating succession planning and effectively managing the funds from the sale of your business can be tricky, but relying on the help of an expert can help maximize the value of your company. Since 2007, Innovia Wealth has been guiding business owners as they transition from their businesses to help ensure long-term financial stability.
A Comprehensive Approach to Wealth Management
Our suite of services help cater to the multifaceted needs of business owners in transition, ensuring a seamless and secure financial future.
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Family Office Services
With a focus on comprehensive wealth management, our family office services cater to the intricate needs of entrepreneurs navigating significant shifts in their business ventures. From strategic investment planning to tax optimization, estate preservation, and philanthropic endeavors, we provide a multifaceted approach to financial management. Innovia’s personalized guidance and concierge support helps empower you to make informed decisions that safeguard your wealth, preserve your legacy, and lay the foundation for long-term financial prosperity.
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Retirement Plan Services
Amidst the complexities of business transitions, maintaining a robust retirement plan is essential for both the owner and their employees. Innovia Wealth offers tailored retirement plan services that extend beyond the sale process, ensuring continuity and stability for all stakeholders.
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Estate Planning & Insurance Solutions
Our estate planning and insurance solutions are instrumental in safeguarding the wealth generated from the sale of your business, ensuring it is efficiently transferred to future generations or designated beneficiaries according to your wishes. We help mitigate potential tax liabilities, streamline the wealth transfer process, and shield your assets from unforeseen risks so you can preserve your hard-earned wealth and leave a lasting legacy for future generations.
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Business Succession Planning
At Innovia Wealth, we are committed to guiding you through the intricate process of business succession planning, ensuring a smooth transition that maximizes financial returns. Our team collaborates closely with you to create a customized timeline that aligns with your objectives, whether it involves passing the business down to family members, retaining key employees, or orchestrating a sale to external parties. We provide expert guidance on structuring the sale to enhance financial benefits and mitigate tax implications.
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Asset Management
Innovia Wealth offers tailored asset management solutions to help business owners optimize performance and secure their financial future. Whether you’re planning for retirement, managing funds from a recent business sale, or preparing for succession, we prioritize long-term growth and stability with personalized investment portfolios that align with your unique goals.