We understand business owners, especially business owning families in the midst of transition. The move from holding a concentrated position in your business to a diversified portfolio often requires a seismic shift in thinking. As your advisor, our role is to quarterback you through the evolution of running a family business to building a family enterprise what will grow and preserve wealth for future generations.
This is where the Langsford Wealth Counsel team excels. From sculpting the succession plan to building a professional transition team when required, we can help you achieve the maximum sale price for your business and safeguard your legacy for future generations.
In working with our business owning clients, we have a distinct set of deliverables.