Business & Estate Planning
Overview
Cornerstone Advisors provides business
development, succession and estate planning predominantly for privately-held businesses
and their owners having a net worth in excess of $10 million. The firm assists in
executing the efficient transfer of assets of business owners to future generations
through the development and implementation of individually designed strategies based
on client needs. Insurance planning is utilized as a tool to fund business succession,
estate tax, and/or charitable legacy liabilities anticipated after the development
of these plans.
Our fee-based consulting services include mergers and acquisitions, management training,
organizational development, compensation planning and corporate financing. Cornerstone
has the capability to perform valuations and other consulting work associated with
the business estate planning and business succession planning services mentioned
previously.
The firm is a Registered Investment Advisor with the Securities and Exchange Commission
(SEC) and a member of the M Financial Group (a national network of financial services
firms that work in conjunction to obtain insurance pricing advantages and proprietary
products).
Securities offered through
Cornerstone Institutional Investors, Inc.
Member FINRA/SIPC