We Help Business Owners Make the Most of What They've Built
Plan for the Future
Business owners have personal assets and complex corporate structures that require an efficient plan to ensure successful preservation and transition of their hard earned wealth.
We use a thoughtful and advanced planning process to understand and serve the important needs of our clients. By designing intelligent and tax efficient approaches that increase and protect the wealth of business owners, private practice professionals and farming families, we serve the needs of their families, companies and communities.
The Better Wealth Advantage™
The focus of our planning comes from a detailed analysis of our client’s wealth, a clear understanding of what matters most to them, and clarification of how they have allocated their assets so that we can find the most efficient way to grow and protect their wealth. We develop a detailed strategy which demonstrates a plan that makes sense for our client and that serves their goals. We then work to implement that plan, alongside their other advisors, and continuously monitor the plan to ensure it exceeds our clients’ expectations.
1. The Right Fit
The work we do is highly specialized and isn’t for everyone. The start of our process is a deliberate conversation to determine if our work may be relevant to your situation.
2. Better Wealth Information
A strategic inventory of information is required in order to ensure that the planning we do is accurate, relevant & clear. A wealth discovery conversation ensures that the right information is gathered to deliver true value.
3. Capital Efficiency Analysis
This analysis provides a clear reference point of the current situation and what outcomes and improvements may be possible, along with justifiable recommendations to allow you to make an informed decision on the best use of your capital.
4. Advantage Plan
A good idea is only useful if there is an action plan to bring it to reality. For clients who choose to proceed on our recommendations, we provide an execution model for direct, sensible implementation.
5. Next Generation
A plan for effective governance of family wealth is critically important. To ensure wealth is managed for intergenerational success, we help build a strategy that includes four key areas: family values, family education, family communication, and family philanthropy.
6. Better Wealth Checkup
Strategic initiatives play out over time. That means that ongoing tracking and measurement are required to ensure that plans progress as expected, or that appropriate adjustments are made. The Better Wealth Checkup initiative ensures plans are managed accordingly.
Better Wealth for Business Owners
Protect and grow your hard–earned wealth, and ensure that the interests of your loved ones are protected in the years to come with a comprehensive estate plan. Estate planning is an essential part any wealth protection strategy.
Learn more about our methodological and thoughtful planning process, and how we’re helping to build better wealth for business owners and their families by clicking the video.
“It is a privilege to be able to integrate our advantage process to uncover our clients' key concerns, opportunities and strengths and help build exciting futures."
- Peter Richards, Associate Advisor at Breadth London
More than 20 years of experience working with Business Owners & Families
What is The Founder’s Club?
The Founders Club is an exclusive, member’s only division of Breadth Consulting. The Founder’s Club provides members with exclusive privileges and benefits, including reduced fees, access to exclusive meetings and socials, networking and collaboration, a low management expense ratio, semi-annual meetings, and quarterly portfolio reviews.
It’s not only what you do with your wealth, it’s how you do it.
With over 137 million US and Canadian adults without a legal will, and many more that require an upgrade, we know there is a high percentage of High Net Worth families who are receiving little to no estate planning support. Click below for a brief video introduction to the Willing Wisdom Index, and follow the simple steps to complete your report.