Business Owners
Charles runs a successful oil and gas transportation company that was inherited from his family.
He’s proud of what he and his family have built, but he’s beginning to think about the future of the business — how to balance the well-being of his employees along with his growing responsibilities at home: a second marriage, a new kindergartener, plus adult children from a prior marriage.
Our team helps business owners like Charles turn wealth into continuity by weaving together business, estate, and family planning into a unified strategy. With deep experience navigating succession, tax, and generational transitions, we create clarity where others see conflict.
What we do for Charles
- Improve employee benefits by analyzing and restructuring the company's 401(k), along with securing lower-cost and higher-quality health insurance coverage
- Develop a coordinated business succession and exit strategy
- Coordinate with trusted estate attorneys to design trusts and estate plans that protect all family members
- Balance retirement income and healthcare needs with ongoing support for young children
- Integrate tax-advantaged investments into wealth preservation
- Facilitate collaboration among legal, tax, and business advisors
With Faubourg’s steady guidance, Charles can move forward knowing his business is secure, his family is protected, and his values are preserved.