3 Point Wealth Advisors work primarily with business owners as they grow and eventually transition their business.The most important component of the process is to ensure that the family is financially prepared for the future.  This is achieved by creating a multi-generational financial plan for the family (aka family “business” plan) with a focus on maintaining the current lifestyle (“liquidity”), improving the future lifestyle (“longevity”) and improving the lives of others (“legacy”). 

Other components of the process involve:

• Working with experts to maximize the eventual sale price of the company
• Managing Risk through vehicles such as Captive Insurance
• Working with Estate Attorneys and Accountants to ensure efficient transfer of wealth.
• Supporting charitable causes
• Minimizing taxes through investment strategies as well as vehicles such as Trusts, 529s and Donor Advised accounts.
• Investment strategies that achieve the family goals which may include being socially responsible.