Many of our clients are professionals, executives and business owners. Whether you own a global corporation or a one-man dental practice, you have employees to look after and a business to run. One of the toughest aspects of owning a business is the transition from growing from a small operation to a medium-sized company where you can no longer run everything yourself. Entrepreneurs value their independence; as their business grows, suddenly they find themselves needing advice. From hiring managers, to structuring benefit packages, to establishing a group retirement plan, Mount Equity Group advisors can help you find the best solutions. Helping our clients grow their businesses is part of helping them grow their wealth.
Business owners and professionals have a variety of corporate structures available to protect them and their assets. Whether it’s succession planning, wealth protection, litigation protection or tax sheltering, your MEG advisor can walk you through your options, and refer you to the appropriate tax or legal professionals as needed. In addition to managing our clients’ personal assets, many have corporate accounts with us. We manage cash, near-cash and longer-term assets for our customers, as well as facilitating competitive foreign exchange transactions. Company retirement and pension plans is another area where we support our clients. We manage these in-house and can advise on a wide range of outside managed-money products. Whether you have a small foreign language school or a large multi-national corporation, Mount Equity Group will ensure you keep your employees happy and your business growing. Your success is our success.
Family offices, offshore corporations and tax shelters are some of the many solutions to structure your company effectively.
Optimizing how your run your company provides job security to employees. Optimizing benefits ensures you can hire and retain top talent.
