Family Business Advising & Planning

For more than 20 years, we have been guiding family-owned businesses to create an effective, integrated financial plan for the long run. Working collaboratively with family members who work together, we design a customized portfolio to carry the business through times of success and struggle.

Key to our work with family-owned businesses is our ability to delve into family dynamics that impact the business structure and process. We can call on Cindy LeMieux to help facilitate productive, targeted conversations that ensure any concerns that surface are addressed within the context of an effective outcome.

Our firm brings diverse skills and expertise to the table, but above all, excellent financial and business acumen. And as co-founders of Anton LeMieux, John and Eric relate to the goal of building a plan with an eye to the common ground, benefiting the mutual interest of all – the business.

Customized financial guidance for your family business can include:

  • Strategic and succession planning
  • Estate planning
  • Corporate investment management
  • Compensation analysis and design
  • Health, disability and employee insurance reviews