For Business Professionals

The New Canaan Group BWA offers a variety of special services tailored to the needs and objectives of established business professionals. Our services include...

BUSINESS SUCCESSION PLANNING

What is the most efficient way to pass on or sell your business? Whether it is to family, management, or an outside buyer, we can provide advice on how to structure and implement a tax-efficient succession plan that is consistent with your wishes and goals.

BUY-SELL AGREEMENTS

Do you and your business partners have a written agreement on how to transfer your business interest in the event of retirement, disability or death? We can advise you how to structure and fund a Buy-Sell Agreement.

CORPORATE BENEFITS FOR KEY EXECUTIVES

We have structured many corporate-sponsored benefit programs for key executives. The programs have included corporate-paid financial plans, deferred compensation and supplemental retirement plans, corporate-paid long term care insurance plans, group carve-out plans and life insurance and disability insurance plans.

HOW CAN YOU LOWER STRESS LEVELS AND FEEL MORE CONFIDENT ABOUT REACHING YOUR GOALS?

We have designed a financial planning process that succinctly illustrates:

  • Where you currently stand.

  • How well positioned you may be to accomplish your goals (and manage your risks) based on your current strategy.

  • What our recommendations would be to help you best accomplish your goals with the least amount of risk.

ESTATE LIQUIDITY & TAX PLANNING

How can you make your estate more liquid? How do you reduce estate tax liability in order to provide more wealth to the next generation? We provide planning advice to develop tax-efficient strategies through trust and insurance programs that provide liquidity and conserve your estate. Techniques employed include Charitable Remainder Annuity Trusts, Grantor Retained Annuity Trusts, Irrevocable Life Insurance Trusts, Qualified Personal Residence Trusts, and other estate planning strategies.

CHARITABLE STRATEGIES

We can introduce you to many tax-advantaged options – charitable trusts, family foundations, charitable gift annuities, pooled income funds, gifts of life insurance and others.