Updated: Jun 9, 2021
For any entrepreneur hoping to get the best wealth planning results for both their company and their family, they must go beyond the basic wealth management framework.
Savings and capital allocations: When you are simply receiving a salary then savings are clear. Put some of your income aside.
But what if you are a business owner? Capital allocation strategies are more complex. For example; could it be more advantageous to take LESS in salary right now to invest more in the business to drive higher returns later on? These alternatives must be modeled to build the best strategy.
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