Business Owners & Executives 

Business owners and senior executives face complex financial decisions that extend far beyond day-to-day operations. Balancing growth, liquidity, compensation, taxation, and long-term wealth preservation requires a coordinated and forward-looking approach. True financial success is not built by focusing on investments alone—it is achieved through comprehensive, integrated wealth planning.

At The Promhouse Financial Group, we work closely with entrepreneurs, business owners, and senior executives across a wide range of industries. Through years of advising successful professionals and closely held businesses, we understand the financial complexities that accompany leadership, equity ownership, and high levels of responsibility.

As businesses grow and careers advance, financial decisions become increasingly interconnected. From corporate structuring and compensation planning to succession and liquidity events, proactive planning is essential to protect wealth, create optionality, and align financial outcomes with personal and family goals.

Our Areas of Focus Include: 

• Corporate and shareholder planning
  Structuring holding companies, shareholder agreements, and capital strategies to enhance flexibility and tax efficiency
• Business succession and exit planning
  Preparing for ownership transitions, management buyouts, or third-party sales with a focus on after-tax outcomes
• Executive compensation and remuneration planning
  Coordinating salary, bonuses, dividends, equity compensation, and deferred income strategies
• Tax-efficient wealth accumulation
  Optimizing the flow of funds between corporations and personal balance sheets while managing tax exposure
• Investment, financial, and retirement planning
  Designing diversified portfolios that align with business risk, liquidity needs, and long-term lifestyle goals
• Estate and legacy planning
  Minimizing probate and taxes while supporting family, philanthropic, and intergenerational objectives
• Risk management and insurance planning
  Protecting personal and corporate wealth through thoughtfully structured insurance strategies

A Comprehensive Approach to Business Owner & Executive Wealth Planning

We take a holistic approach that integrates investment management with advanced tax planning, corporate strategies, retirement planning, and estate considerations—coordinated across your entire financial picture.

We work collaboratively with you and your existing professional advisors to design and implement strategies aligned with your business objectives, career trajectory, and long-term vision—whether that includes scaling a business, preparing for a sale, transitioning leadership, or optimizing executive compensation.

A Trusted Partner Through Every Stage

Our role is to bring clarity to complexity—helping you make informed decisions with confidence. Whether you are actively building a business, navigating executive leadership, or preparing for a future transition or liquidity event, The Promhouse Financial Group is committed to being a long-term partner in protecting, growing, and transitioning your wealth.