Drawing from his personal experience as both a business owner and advisor, as well as from honest and candid conversations with friends, clients and fellow business owners, Voyage Wealth Architects Co-Founder & CEO, Brian Eder, observed significant gaps in how the advisory industry serves business owners and their families, particularly in the pre-exit phase. He realized there was a need for a holistic system that integrates various services that could address pain points experienced by owners, well before they or their family are even thinking about exiting their business.
The Owner’s Suite® builds on our robust foundation in personal wealth management and introduces a comprehensive suite of tools designed to address the 20 most common challenges faced by business owners and their families. Developed over two years through data collection, client beta testing, and collaboration with experts in law, tax, and psychology, these tools encompass a range of services, including:
- Family CFO Services
- Exit & Succession Planning
- Advisor Team Management & Coordination
- Tax Efficient Strategies
- Estate & Legal Planning
- Transition Support / Career Advice
- Financial Literacy & Education
- Family Governance & Dynamics
- Cash Flow Management & Personal Accounting
