Tomahawk Creek Group combines business and family endeavors into a unified course of action that carries an enduring impact throughout all stages of life and business development.
We consolidate and coordinate business and personal performance into a unique advantage that gives clients clarity and peace of mind during and after the journey.
Our team works closely with clients to build personal wealth and grow business. We structure estates, prepare businesses for growth, successions and personal transitions. We offer actionable, continuous leadership and insight for your estate goals with tax strategy, succession plans, and enduring legacies.
Services include:
- Consolidated reporting and performance analysis
- Entity administration & tax planning – estate, business, and trust
- Real estate and physical asset reporting
- Family governance and multi-generational planning
- Exit or Succession Planning
What you gain:
- Preserve your legacy’s wealth and business value
- Tax strategies that cohere with your business strategy and family goals
- Eliminate conflicts of interest across financial, legal, and family entities
- Optimize personal and business financial readiness for all opportunities
- Clarity and guidance during working years to peace of mind after an exit
Who is this for:
- Owners who have multiple business and personal assets that need sophisticated services that a family office would provide
- Business owners who want to how to strategically seize personal and business opportunities while minimizing losses
- Any professional approaching a life milestone – buying a house, becoming a mom, approaching a capital event
- Anyone wanting to know what parts of their personal or business endeavors are excelling or lagging.
How our process works:
Unify your professional and family endeavors
If you’re ever wondering if you’re “on track” both professionally and personally, approaching a major milestone, or just getting started, we can give your clarity and confidence.
Frequently asked questions:
No. Business & Family Management integrates actionable strategies and decisions you can make for your family and business goals that you can live to see.
These are often intertwined – if you’re applying for a new business loan, banks frequently need a personal financial statement. If your personal finances aren’t ready, your business won’t be ready either. Business ownership structure can affect net proceeds from a business sale, which can significantly impact your retirement and wealth strategies.
You don’t have to own a business to realize the value. Perhaps a new mom wants to stop working to be with the kids, or you received a higher job offer but hate to leave the company you love. If you had a consolidated financial picture of your personal and professional performance, you could make a confident decision because you knew you were “on track.”
We can either help coordinate or be the coordinator for your business and personal plans with your attorney and wealth advisor. It’s often best to have everyone in the same room, so there is a synchronized effort.