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Entrepreneurial spirit, hard work and risk-taking can create significant net worth in a privately held business. Maximizing that value – either by preserving it through succession to next generation leadership or realizing it through sale – requires careful planning. Typically, the further in advance the planning can be done, the greater the benefits. Given our central mission of serving businesses and their owner families, we have developed strong expertise in advising on business succession issues. Enterprise Trust wealth advisors can provide counsel on a variety of succession and transfer techniques (most tax-advantaged) that can protect the wealth you’ve created.
NOTE: Investment products offered through Enterprise Bank & Trust are:
- Not insured by the FDIC;
- Not deposits or other obligations of Enterprise Bank & Trust and are not guaranteed by Enterprise Bank & Trust or any of it’s affiliates; and,
- Subject to investment risks, including possible loss of the principal invested.