Wealth Disbursement
For families who want to create their Family Financial Philosophy, we offer a program to help discover your Legacy and a plan to share with your heirs, to help guide them in their own financial decisions.
Closely Held Business
When you consider your most pressing financial concerns, wouldn’t it be great if you were surrounded by a team of people empowered with the knowledge to put your mind at ease? As your wealth strategy partner, we’ll work with you to help simplify every aspect of your financial life, so you can have confidence, clarity, and peace of mind.
Whether you are a Family-Owned business or a Partner in a medical practice, we have solutions to assist you in reducing taxes, planning an exit strategy, or transitioning the business to a partner or family member. We understand that for closely-held corporations or small businesses, any planning is complicated and is not limited to the financial elements.
We Assist Businesses In:
- Tax Reduction
- Asset Protection
- Transition of Control to partners, employees or other family members
- Equalization of estate for non-participating family members
- Structure of a New Venture
At Stickney Research, we understand that family dynamics can be sensitive and work with all family members to foster open dialogue and facilitate a smooth transition.
Success To Significance
When giving is planned, thoughtful, and purposeful, it can be a wonderful opportunity to help your favorite charity and maximize your gift.
For most of us the focus is not on how much we can save in taxes through making donations to public charities. However, by making donations in a planned fashion, you can actually give charities more and the government less.
We can help you do just that through:
We can help you do just that through:
- Structuring of charitable giving plans and trusts
- Creation of new a non-profit organization to support your philanthropic passions
- Strategies for donating appreciated stock