Our team has substantial experience in advising business owners from a personal financial planning standpoint.  Succession planning, especially involving one or more children, is usually integrated with estate/legacy planning, and requires sensitivity to your goals for yourself and to your children. Income tax planning is also critical to this process. The scope of our advice includes but is not limited to:

  • Business structures 
  • Selling vs. gifting to children 
  • Advising on shareholder agreements and buy/sell agreements 
  • Addressing control issues   

Get in touch with a Rialto advisor today to learn how you and your family can get the most out of the business you’ve built. 

Rialto Wealth Management is a fee-only, fiduciary, advisory firm based in Syracuse, NY. From financial planning to investment management, we help families across New York and beyond. We can be reached by phone at (315) 992-9129 or via email through our website’s secure and confidential contact page.