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Handling Special Situations in a Special Way

We have created additional tools, analysis and services, to augment our normal service line up, to address the special needs, opportunities and challenges of eight distinct categories of clients within the high and ultra-high net worth segments we serve. If you fall into any of these eight groups, we have additional processes, tools and resources to hep you.

01 Business Owner Track

02 Real Estate Owner Track

03 Business Owner Pre/At/Post Exit Track

04 C-Suite Executive Track

05 Stock Option Exercise Track

06 Life-Changing Liquidity Event Track

07 Life Transition Track

08 Inherited Wealth Track

  1. Business Owner Track
  2. Real Estate Owner Track
  3. Business Owner Pre/At/Post Exit Track
  4. C-Suite Executive Track
  5. Stock Option Exercise Track
  6. Life-Changing Liquidity Event Track
  7. Life Transition Track
  8. Inherited Wealth Track

Business Owner Track

How do you manage wealth when a substantial amount of your net worth and time is devoted to leading and managing one or more enterprises you own? You optimize your business(es) (traction, value, income and results) and you build and optimize your overall wealth at the same time. Our Business Owner Track is designed to help you focus on what you know and do best and be more well-rounded, supported and balanced via traditional wealth management strategies and tools. Think of our services as a perfect complement to what you are already doing.

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More Resources:

  • Finally, a Wealth Manager Who Compliments the Wealth Creation Abilities of Successful Business Owners and Entrepreneurs

Real Estate Owner Track

How do you manage wealth when a substantial amount of your net worth and time is devoted to various real estate deals you own and manage?  You optimize your real estate wealth and you build and optimize your overall wealth at the same time. Our Real Estate Owner Track is designed to help you focus on what you know and do best and be more well-rounded, supported and balanced via traditional wealth management strategies and tools. Think of our services as a perfect complement to what you are already doing.

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More Resources:

  • Finally, a Wealth Manager Who Compliments the Wealth Creation Abilities of Successful Real Estate Investors

Business Owner Exit Track

We’ve helped many business owners prepare for, transition to and enjoy a life-changing liquidity event. There are actions to take 10-years out, 5-years out and certainly within a few years of a potential exit (business sale of some sort). We have the process, tools and contacts (with other specialists you will need) to create and execute a quality business exit plan and prepare you and your finances for a life-changing liquidity event.

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More Resources:

  • Preparing to Sell Your Business Seminar Highlights

C-Suite Executive Track

Whether you are in the C-suite of a large private or public company, we have the tools, process and expertise to help you make the most of your executive, incentive compensation, stock option, retirement and deferred compensation plans. This specialty track includes the nuances of maximizing your compensation benefits and building the right system, structure, support and disciplines to properly manage your wealth long term as benefits methodically convert to cash.

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More Resources:

  • Sweet Deals in the C-Suite – Examples of Optimizing Golden Parachute Benefits

Stock Option Exercise Track

Is the sweat equity you took in lieu of cash compensation finally ready to pay off? Do you have incentive stock options (ISOs), nonqualified stock options (NQSOs), restricted stock units (RSUs) or other forms of ownership interests that are highly appreciated? Our Stock Option Exercise Track will help you sort through and figure out 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.

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More Resources:

  • How to Make the Most of Your 7- and 8-Figure Stocks Option Grants

Life-Changing Liquidity Event Track

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 best think about it and respond to it in a highly controlled way? How do you avoid squandering it? How do you avoid bind spots and dead ends? We can help. We’ve been helping people in such situations for decades. We’ll help you sort this all out and really enjoy it.

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More Resources:

  • The Stages of Financial Freedom Explains Your Life-Changing Liquidity Event Challenge and Opportunity Well

Life Transition Track

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 heal, grieve 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 (we legally have to do what is in your best interest) advisor.

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More Resources:

  • How to Handle Money Matters when you are Focused on Healing and/or Reinventing Your Life

Inherited Wealth Track

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 Inherited Wealth Track is designed to help you and perhaps your siblings (often times we can work with all siblings – some aspects as a group, some privately/individually). 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.

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More Resources:

  • How to Make the Most of an Inheritance

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.

Call Now: 303-721-7000. Or submit request:

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7001 E. Belleview Avenue
Suite 600
Denver, CO 80237
+1 (303) 721-7000
info@janiczek.com

Contact Us

Who We Are

  • Our Story
  • Our Purpose & Values
  • Awards & Accolades
  • Our Team Leaders
  • In the Community

What We Offer

  • Portfolio Management
  • Wealth Management
  • Retirement Planning
  • Specialty Tracks

Why Choose Us?

  • Breakthrough Moments
  • How We Differ
  • Three Unique Advantages

Useful Resources

  • Perspective Advantages
  • Investment Commentary
  • Informative Guides
  • Form CRS
  • Form ADV

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