Business Owners

For many of our clients their business is the foundation of their wealth. Businesses provide unique planning opportunities for their owners as well as challenges. Lagos Wealth Advisors works closely with our client’s advisory team to design, implement and manage:

• Income Tax Mitigation Strategies through discriminatory tax planning for owners and select key employees
  
• Family Business Succession Planning to keep the business in the family
  
• Business Sale to the employees or outside party
  
• Business Sale Tax Planning to mitigate capital gains tax
  
• Wealth Accumulation Through Tax Deductible Strategies including
   - Qualified Retirement Plans for the business owner and their employees to save for retirement
   - Captive Insurance Company for risk protection and reduction in overall insurance costs
   - Buy/Sell Planning for business succession to partner(s) and living buyout funding

• Selective Benefit Plans for only the business owner or to attract and retain key management
  
• Employee Benefit Plans for the benefit of all employees
  
• The Advantage 401(k) Program is our firm's open-architecture retirement program designed for businesses who need to outsource their fiduciary role. We offer both full-service 401k consulting as an ERISA fiduciary or a fully-bundled turn-key Pooled Employer Plan product.