Handling Unique Situations in a Special Way
Here's eight wealth management scenarios, we encounter regularly, that we are highly prepared to optimize around. If you happen to be in one of these scenarios, here's additional ways our experience and expertise can help you.
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How do you manage your wealth when a substantial amount of your net worth and time is devoted to leading one or more enterprises you own? You optimize your business(es) (traction, value, income and results) and build your overall wealth at the same time. Our business owner services are designed to help you focus on what you do best. Think of our services as a perfect complement to what you are already doing.
Real Estate Owner
How do you manage your wealth while overseeing the complications associated with managing your real estate investments? Our real estate owner services are designed to help you manage your financial life while you focus on what you know and do best. Think of our services as a perfect complement to what you are already doing.
Business Owner Exit
We’ve helped many business owners prepare for, transition to and enjoy a life-changing liquidity event. Preparation is key to optimizing your finances for a life-changing liquidity event. There are actions to take ten, five and certainly within a few years of a potential business sale or exit. We have the process, tools and contacts (with other specialists you will need) to create and execute a quality business exit plan.
Whether you are in the C-suite of a private or public company, we have the tools, process, and expertise to help you make the most of your executive, stock option, retirement, incentive and deferred compensation plans. Our executive services address the nuances of maximizing your compensation benefits, building the structure and disciplines to properly manage your long-term wealth as benefits methodically convert to cash.
Stock Option Exercise
Is the sweat equity you took in lieu of cash compensation finally ready to pay off? Do you have incentive stock options (ISOs), non-qualified stock options (NQSOs), restricted stock units (RSUs) or other forms of ownership interests that are highly appreciated? Our process will help determine the best course of action to maximize results and reduce the substantial financial loss exposure you have with such concentrations. This is a perfect complement to our primary wealth and portfolio management services.
Life-Changing Liquidity Event
You are fortunate. You will or have experienced a life-changing liquidity event. How do you enjoy it? How do you invest and manage it? What are the Do’s and Don’ts? Once others hear about it (or heard about it) your phone will or has started ringing off the hook. How do you think about it and respond to it in a controlled way? How do you avoid squandering it? How do you avoid blind spots and dead ends? We can help. Janiczek Wealth Management has been helping people in such situations for decades. We’ll help you sort this all out and really enjoy it.
We are highly tuned into the challenges and opportunities of life transition events and can help you. These events come in many forms: the death of a spouse, a divorce, a major career change, a business set-back, a health set-back, a life transition. Whatever it is, there often are financial ramifications that need to be sorted out. The question is, how will you respond? How can you gain the clarity, direction, confidence, and support you want and need as you grieve, heal and move on? We’ve helped many in such circumstances and would be honored to help you. Just call us and we will respond in a delicate and appropriate way as a trusted fiduciary advisor (legally bound to do what is in your best interest).
Over the years, we’ve helped many second and third generations receiving an inheritance do their very best with it. Whether it’s in a trust or received outright and whether you have complete or limited control, there are aspects to examine, sort out and make the most of. Our services are designed to help you and perhaps your siblings (often times we can work with all siblings – some aspects as a group, some privately/individually) with your inheritance. How do you become a Depletion-Resistant Wealth Steward? How do you become a Penalty-Resistant Investor? How do you avoid big mistakes? How do you upgrade your support? We’ve got you covered.
Have you recently experienced a real estate or business sale, stock option execution, or inheritance? Janiczek Wealth Management has a team of specialized financial advisors to high net worth executives, business owners and families in Denver that can help you tailor a strategy for your needs and goals. Give our experts at Janiczek Wealth Management a call today.
Want to Discuss Your Situation?
A simple conversation with one of our advisors may help you best sort out your needs and next steps. We’d be happy to confidentially chat with you. Just let us know when you are ready.
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