Business Wealth & Trust
Invest with confidence. Let us help you map out your financial future.
You wear a lot of hats as a business owner– let us handle your assets and retirement planning.
Would your sudden departure be a major financial crisis at your company?
Our planning professionals can help you evaluate options to maximize your business' assets and secure the future for you, your family and your company.
Transfer of Ownership
Many business owners will face a time when they need to transfer their ownership rights to another person or entity. Let us help you make the transition as smooth as possible.
Let Extraco help you design an estate plan which can help minimize taxes, protect assets from unseen risks and ensure your legacy goes on.
We will work closely with you to make sure your assets are optimally positioned to minimize exposure to creditors.