You worked hard for your business. Now let’s make it work for you.
The Life of an Entrepreneur
Behind every successful business or practice is a rare breed of individual. An entrepreneur, not an employee. A visionary. A builder. And when necessary, a fighter.
You are the backbone of the American economy. The dreamer who actually made things happen while others kept dreaming. You put your own capital on the line. You took the risk. Your day started before sunrise, never ended at 5 p.m., and always spilled into the weekends. You built your business from the ground up, paid your people first, and covered their benefits and payroll taxes out of your own hard-earned profits.
You've earned it. So when it’s time to transition into the next chapter of your life and capture the value of what you’ve built, there’s no substitute for expert guidance from accomplished entrepreneurs who've successfully been there and done that before.
How We Help Business Owners
Expertise to guide you from framework to efficiency to transition.
Create a framework for family wealth and legacy.
- Align succession with your plan, coordinating business succession, buy–sell agreements, and liquidity so the company can fund your retirement and your heirs’ future without forced sales.
- Structure trusts, entities, and gifting so wealth moves tax-efficiently and is better protected from creditors, divorces, and predatory litigation.
- When appropriate, consider creating a Private Family Office structure to coordinate investments, planning, tax strategy, and trust and estate work across family members and entities.
- Create family governance with clear roles, rules, and decision-making processes to reduce confusion, manage expectations, and minimize future conflicts among heirs.
- Provide ongoing stewardship to keep structures and documents current as laws, the business, and family circumstances change, and incorporate incapacity planning so trusted people can act if you cannot.
FirsTrust is an independent firm and is not affiliated with Adidas AG or its subsidiaries.
See how we helped the Adidas Heirs manage their legacy wealth.
In 2014, the Dassler family chose FirsTrust to build a private Family Office with global investment access and independent oversight. The Adidas legacy wealth for three generations was later managed through the Adi Dassler Family Office, engineered by the “good thinkers” at FirsTrust.
Want more details?
Call, email, or meet with a member of our FinancialTeam.