Our team specializes in providing insurance and estate planning solutions to privately owned businesses and their owners. 

We work closely with our clients to develop personalized strategies that address both their business and personal financial goals. Our team has extensive experience in identifying and mitigating risks to businesses, helping our clients protect their assets and minimize potential losses.

We identify and understand the specific needs and risks our clients face, and develop comprehensive solutions that provide adequate coverage and protection. Additionally, we offer estate planning services that may include strategies such as trusts, wills, and power of attorney arrangements to ensure that our clients' assets are protected and distributed according to their wishes.

Overall, our firm is committed to providing our clients with the highest level of service and support. We understand the unique challenges faced by privately owned businesses and their owners, and our team is dedicated to helping our clients achieve their financial goals and secure their legacy for future generations through comprehensive insurance and estate planning solutions.

Particular strategies include:  

• Tax efficient wealth transfer among family members (more)

• Buy/sell agreements for shareholders (more)

• Optimizing Capital Dividends (more)

• Funding future tax liabilities to maintain estate liquidity (more)

• Debt Protection (more)

Please contact us for more information or a confidential assessment.

info@tembahill.com