For business owners, entrepreneurs, and executives there is always a thin line between your business and personal life. It is not uncommon that your business gets more attention than your personal finances. Our goal is to help business owners, entrepreneurs and executives, leverage the success of their business into long term personal financial security and independence.
As manager of your finances, we will create an individualized strategy to help you build a long-term plan to achieve your desired outcome. We help protect against the risk and potential downside of operating a private business, maximizing your income, minimizing your tax burden, and striving to ensure that you are prepared both financially and personally for your life after business.
Every business owner has unique goals for transferring or selling their business, and we will work with you well in advance to clarify your goals, consult with you on various tax and exit strategies, and help make sure that you are prepared and able to capitalize on the ultimate succession of your business.
GR Reid Family Office Services, LLC is not a registered investment advisory firm; therefore, we do not direct the investments of our families. We do assist our families in reviewing proposals and asking the “hard questions.” However, it is the client’s obligation to perform the due diligence with the investments and determine for themselves whether or not they want to be involved with the various investment vehicles and products.