Business Owners
We work alongside business owners at every stage, from growth and protection to transition and beyond.
We Understand Your World
Running a business means your financial life doesn't fit neatly into categories. Your balance sheet, your family's security, your retirement, your employees, your estate are all connected, and decisions in one area ripple through the rest.
Our advisors work with business owners every day, backed by a planning team with deep knowledge and experience in the areas that matter most: entity structure and tax efficiency, business succession, risk management, estate planning, and exit strategies. When complexity arises, you don't have to assemble your own team. We bring it to every client relationship so you can stay focused on your business.
Planning that follows your business lifecycle
Business ownership isn't a straight line. Your planning needs at startup look nothing like they do when you're managing a multi-entity structure, and your priorities at 45 are different from your priorities at 60. A transition you planned for in five years can arrive in two, or get pushed back by an acquisition, a market shift, or a family decision.
Life doesn't hold still, and neither should your financial plan.
Sequoia walks alongside you through every chapter, providing proactive guidance, coordinating across disciplines, and adjusting your plan as your circumstances evolve. We're here when you're considering a new entity structure, evaluating a buyer, renegotiating a buy-sell agreement, or planning for the executive you can't afford to lose.
How We Serve Business Owners
Sequoia's capabilities for business owners span the full arc of ownership, from protecting what you've built
to planning your next chapter.
Integrated Planning
Your personal and business finances are inseparable, yet many owners still plan them independently. Sequoia coordinates both sides of your financial life, including income, distributions, reinvestment, and personal wealth, so your business becomes the engine that accelerates your future.
Tax Efficiency
Taxes are often the largest controllable expense for business owners. We work proactively on compensation structure, distributions, gifting strategies, and liquidity event preparation to help you keep more of what you've built.
Business Transition & Exit
A successful exit is a multi-year strategy, not a last-minute decision. Whether you're planning a family transfer, a sale to key employees, a third-party transaction, or an ESOP, we help you prepare early, evaluate your options, and align the outcome with your broader wealth plan. Our team brings firsthand M&A experience, so when the time comes, you're not navigating the process blind.
Investment Strategy
Your business is already a concentrated investment. Your personal wealth strategy should counterbalance that risk, not amplify it. Sequoia builds diversified, tax-efficient portfolios designed to protect your family's long-term financial resilience.
Protection & Legacy
From key person insurance and business continuity planning to retirement plan structure, estate planning, philanthropic planning and family governance, we help ensure every aspect of your personal and business ecosystem is protected, coordinated, and ready for what's next.
Robust, custom investment offerings and coordinated services for ultra-high net-worth families.
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Whether you’re just starting out, passing down your business or retiring in search of new adventures, we stay with you every single step of the way. Let's get started.
