Family Enterprises

GUIDING OWNERS THROUGH GROWTH, SUCCESSION AND WEALTH MANAGEMENT

Business owners are a unique breed. Passionate, intense, and always thinking about better ways to serve their customers; provide a great work environment for their employees; meet or exceed the expectations of their stakeholders; and have a positive impact in their community.

Beacon Tree helps successful business owners address current and future operating objectives; secure financing for inventory, capital improvements, and expansion; provide attractive and affordable employee benefit and executive compensation solutions; address business succession challenges and opportunities; and explore ways to maximize the value of their enterprise.

We help business owners answer the question: “Do I need to sell, or do I want to sell?” We help them assess their options under either scenario and if their answer is “yes,” we help them decide “what’s next?” Examining ways to safeguard the fruits of their labor; doing so in the most tax-efficient manner; and redeploying their wealth in ways that are most meaningful and important to them?

Beacon Tree Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CO, MA, TX). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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