Twitter Linkdin Google+

We help successful families use their wealth to create the life they desire, enhance the lives of the people they care about, and establish a living legacy that represents their passions and values.

Entrepreneurial Planning

Building Your Business

As a business owner, you face one important decision after another. All too often, business owners evaluate these choices one-dimensionally – “Will this opportunity help me grow my company?” As your advocate, your GV team will challenge your assumptions, try to uncover your blind spots, and help you evaluate your alternatives from a broader perspective. “How will this decision impact my long-term financial goals and move me toward my life priorities?” We endeavor to expand your options based on the resources in our network, our knowledge of similar situations, and our financial and business planning expertise. Our goal is to help you achieve your personal and financial goals efficiently while minimizing your risks.

View Article: Pebbles and Rocks

Download book