Wealth Design for Business Owners Managing $1M+ in Investable Assets

We help Palm Beach business owners reduce tax drag, eliminate concentration risk, and transition confidently into work-optional freedom.

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Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

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The Hidden Risks That Quietly Erode Wealth

• Excessive tax drag
• Poor income sequencing
• Estate planning gaps
• Insurance misalignment• Overexposure to one stock or business
• Excessive tax drag
• Poor income sequencing
• Estate planning gaps
• Insurance misalignment

We solve these systematically through a coordinated wealth architecture process.

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Built for Business Owners, Executives & Entrepreneurs Nearing Retirement

• Owners preparing for sale within 3–10 years
• Executives with concentrated equity positions
• Families managing $1M–$10M in investable assets
• Professionals seeking tax-efficient income strategy

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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OUR PROCESS

Step 1 – Clarity
We assess your current asset structure, risk exposure, tax inefficiencies, and long-term objectives.

Step 2 – Strategic Design
We build a coordinated plan aligned with your liquidity timeline and retirement vision.

Step 3 – Implementation
We execute portfolio structuring, risk mitigation, and income sequencing with precision.

Step 4 – Ongoing Stewardship
Quarterly strategic reviews and proactive risk monitoring ensure alignment over time.

FAQ

Q: What is your minimum asset requirement?

A: We typically work with clients managing $1M or more in investable assets.

Q: Do you specialize in business owners?

A: Yes. Many of our clients are owners preparing for liquidity or retirement transitions.

Q: How are you compensated?

A: Transparent advisory fees aligned with long-term partnership.

Q: Do you work with other professionals?

A: We coordinate with CPAs and Estate Attorneys to ensure alignment.

Hector A. Mena

Senior Wealth Manager

561-859-4710

hmena@summitfn.com

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