Business Owners

Business Owners rely on Reshape for advice and context for managing their family’s assets and as a sounding board for the complex financial issues that arise in the life-cycle of every company.


With direct experience starting and exiting private companies, Reshape’s wealth management practice was designed to embrace the full scope of our client’s companies while building their personal investments and wealth.


For all the challenges and opportunities owning a company presents, Reshape points clients towards business solutions, investment opportunities, and potential strategic introductions that add the most value. From acquisitions, to retirement planning, to business insurance solutions, to exit and succession strategies, Reshape prides itself on helping business owners anticipate the future and plan for success.


Exploring succession options early allow business owners to structure their entity properly and integrate tax advantaged financial solutions in advance.