Jagruti Panwala, owner and president of Wealth Protection Strategies, spent many years working in various positions in the hotel industry. She now owns several hotels herself and understands the needs and concerns of business owners.
This experience gives her the insight to help business owners reach their goals and create their legacy. Our business planning services include:
Setting Up Trusts
We have relationships with tax and legal professionals who can help us and our business owner clients come up with tax-efficient solutions and build a trust that can help sustain their business. Having a trust for your business can be crucial, and our professionals can help.
It is important to have a plan for when you eventually exit your business, whether it’s selling, going public, or transferring it to a family member. Whatever you decide, a succession plan can be critical for ensuring a smooth transition and organized transfer of ownership.
One way to help safeguard your business and protect it from a loss of revenue can be to create a buy-sell agreement. Beyond offering advice on the agreement, we can work with your attorney to help determine the right type of agreement.
We can help with many business owner insurance needs, such as key employee insurance and life insurance, and work with carriers across the board. We also help business owners obtain life insurance policies as collateral for small business owners.
We offer a wide range of flexible solutions, tailored to fit your business, from a broad spectrum of top companies in the financial industry. We look forward to the chance to work with you and your business.
Representatives of Royal Alliance. do not provide tax and legal advice. Please consult your tax advisor or attorney for such guidance.