A 529 college savings plan is one of the most widely used vehicle for education funding and offers tax-free growth on contributions used for qualified education expenses. For business owners, contributions can often be made in years when cash flow is strong, and front-loading contributions in early years gives the account more time to grow. A financial plan can help you determine a sustainable funding amount that fits alongside your business reinvestment and personal savings goals.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
