Where Legal Strategy Meets Financial Execution for Your Business Owner Clients
Whether your clients are navigating corporate structuring, estate planning, business transactions, or family transitions, your legal expertise lays the foundation for their future. At WiseInvest®, we help extend that value by providing integrated financial planning, risk protection, and tax-efficient wealth strategies that align with the legal frameworks you create. Our collaborative approach ensures your business owner and high-net-worth clients have the financial infrastructure to support their legal decisions—now and for generations to come.
How We Help Your Clients
Aligning Financial Strategies with Legal Structures
- Optimize investment portfolios within corporations, trusts, and holding companies
- Structure personal and corporate wealth to align with legal intentions and minimize future liabilities
- Leverage flow-through shares and advanced investment vehicles to reduce taxable income and improve after-tax returns
Corporate Insurance Solutions for Legal Continuity
- Fund shareholder buyouts through corporately owned life insurance
- Unlock tax-free distributions via Capital Dividend Accounts
- Transform retained earnings into tax-advantaged wealth in line with shareholder agreements and exit planning
Estate and Succession Planning with Legal Precision
- Fund tax liabilities to preserve estate value and avoid forced asset sales
- Coordinate with wills, trusts, and family agreements to support wealth continuity
- Navigate complex family estate situations with integrated financial strategies
Mitigating Business Risks Through Legal-Informed Insurance
- Support buy-sell agreement execution with appropriate insurance structures
- Protect against operational loss with key person coverage
- Help retain executives and successors with personalized incentive planning (e.g., insured retirement strategies, deferred compensation)
Bringing Clarity to Trust Planning
Trusts are powerful—but without clarity, they can create more confusion than benefit. While your legal team handles the technical setup, WiseInvest® helps clients understand whether trust planning supports their financial and family goals.
- We engage deeply with clients, uncovering the intentions, emotional dynamics, and financial goals that make trust planning meaningful—not just mechanical.
- Help clients determine if a trust supports their goals or adds unnecessary complexity
- Plan around family dynamics, tax outcomes, and long-term control
- Support smoother collaboration with legal counsel by ensuring clients are clear and ready
- Avoid generic trust strategies that miss the mark
Personal and Family Financial Planning in a Legal Context
- Align financial plans with spousal agreements, divorce settlements, and estate freezes
- Tailor insurance and investment plans that account for legal obligations and tax efficiency
- Develop retirement income strategies that integrate personal and corporate cash flow considerations
How You Benefit as a Legal Partner:
- Strengthen your client relationships by ensuring their legal strategies are backed by smart financial execution
- Collaborate with an experienced financial team that understands how to work within legal structures and obligations
- Receive referrals from us when our clients need will drafting, shareholder agreements, trust planning, or family law support
When to Refer a Client to Us:
- They’re establishing, reviewing, or restructuring their shareholder agreement
- They’re facing a future liquidity gap (e.g., estate taxes, buyout obligations)
- They hold significant assets in corporations or trusts without a financial plan in place
- They do not have a coordinated personal and business financial roadmap
- They’re seeking group benefit solutions or retirement plans for their team
- They’re approaching succession, sale, or a significant family wealth transition
Let’s Make It Easy
We’ve streamlined the process to make referrals seamless. Once we agree to work together, we’ll provide secure login credentials for your staff. From there, you can directly refer business owner or high-net-worth clients through our website—quickly and easily. We’ll take care of the rest, and always keep you in the loop.