What Makes Business Planning Different?
When Your Life Is the Business—You Need a Plan That Covers Both.
As a business owner, your financial world is complex. Your income, your taxes, your retirement, even your legacy—it’s all tied to the decisions you make inside your business. That’s why we take a holistic approach that aligns your personal goals with your business objectives.
What We Help You With
1. Protect Your Income & Risk Exposure
- Key Person & Buy-Sell Insurance
- Business Continuation Plans
- Owner Income Protection
2. Extract Wealth from the Business
- Tax-efficient compensation strategies
- Asset extraction and reinvestment
- Tax-advantaged insurance & retirement
3. Build Long-Term Legacy
- Business succession planning
- Estate coordination & VFO services
- Personal wealth alignment
Wealth Management
Strategic Wealth Management for Business Owners
We help you grow, protect, and use your wealth with a disciplined, research-backed strategy tailored to your business and personal goals. Our team coordinates across financial, tax, legal, and investment specialists to provide a truly holistic approach.
Key Services:
- Tax minimization strategies (Income, Estate, Capital Gains)
- Quantitative investment management
- Access to $28B+ in institutional research
- Tax-diversified asset creation
- Downside protection & volatility control
- Retirement income forecasting & aggregation
- Alternative Investments: PE, Real Estate, Syndications
Who This Is For
We Work With…
- Entrepreneurs with growing businesses
- Solo professionals (doctors, attorneys, consultants)
- Business owners planning for succession or sale
- Founders with high income and no financial plan
The Blue Skye Difference
You Don’t Just Need Advice—You Need a Strategy.
- Holistic Planning Across Personal + Business
- Coordination with Legal, Tax, and Estate Professionals
- Virtual Family Office Access for Qualified Clients
- Transparent, Values-Driven Guidance
