Our Services

Estate Planning
Business Succession
Pension/ Benefits
Financial Instruments
Estate Planning

SHG Planning, Inc. provides a fully detailed estate and business analysis, which includes specific recommendations as to how to best conserve assets and distribute them fairly and intelligently. We bring objectivity and fairness to the emotional and delicate process. The ultimate objective is to design and implement an estate plan that not only accomplishes significant tax reduction strategies, but also keeps the family together.

Business Succession

A set of highly effective strategies can help you to avoid the pitfalls, reward your loved ones, save the business and maintain The Family Harmony, as well as The Family Wealth, that is your pride and your legacy.

As part of the business planning process, SHG Planning, Inc. identifies and addresses several key issues, such as who will run the business, who will work in the business, who will own stock and how much each interested party will be compensated. Our recommendations are made in the most tax efficient manner consistent with our client’s goals. We are particularly sensitive to the dynamics of a family relationship, including the complications of divorce, remarriage and maintaining equity between children who are active in the family business and those who are not involved in the business.

As business owners approach retirement age, especially those with children who are interested in the business, the implementation and design of a succession plan and the communication of such plan is vital.

Pension/ Benefits

SHG Planning, Inc. provides clients with a detailed review of their existing compensation, benefit and pension programs. The available options are explored and specific recommendations are made so that maximum benefits may be achieved from such plans.

In addition, SHG Planning, Inc. assists in communicating employee benefit programs to existing employees and potential employees to achieve greater results in recruitment, retention and satisfaction of employees. This is done with the goal of motivating employees to deliver superior performance.

Financial Instruments

We begin by embarking on a 360-degree discovery phase that enables our professionals to understand the relevant issues facing a company and determine what we can do to address those issues.

This includes:

  • Knowing the founder’s wishes
  • Uncovering family perceptions
  • Recognizing emotional issues
  • Identifying the financial structure
  • Detecting management capabilities
  • Presenting tax implications
  • Recommending financial instruments