Risk Management & Asset Protection
Protect what you built.
Insurance, entity and estate planning reviewed together and coordinated with your attorney.
Sound Familiar?
The problem we fix.
Your coverage has not kept up with your income or assets.
Your coverage has not kept up with your income or assets.
Your LLCs and accounts are not set up to protect or transfer.
Your LLCs and accounts are not set up to protect or transfer.
Every recommendation is backed by research, analytics, and measurable insights.
Nobody coordinates the attorney, the CPA and the advisor.
Nobody coordinates the attorney, the CPA and the advisor.
What’s included
Everything in one plan.
Delivered by the same team that handles your tax strategy, so nothing falls through the cracks.
Delivered by the same team that handles your tax strategy, so nothing falls through the cracks.
Insurance review
Life, disability, umbrella and key-person coverage checked against your real exposure.
Insurance review
Life, disability, umbrella and key-person coverage checked against your real exposure.
Entity and liability review
How your LLCs and assets are held, reviewed with your attorney.
Entity and liability review
How your LLCs and assets are held, reviewed with your attorney.
Entity and liability review
Every recommendation is backed by research, analytics, and measurable insights.
Estate plan coordination
Wills and trusts drafted by your attorney, fit to your tax and investment plan.
Estate plan coordination
Wills and trusts drafted by your attorney, fit to your tax and investment plan.
Estate plan coordination
Wills and trusts drafted by your attorney, fit to your tax and investment plan.
Beneficiary audit
Every account, every designation, kept current.
Beneficiary audit
Every account, every designation, kept current.
Beneficiary audit
Every account, every designation, kept current.
Business continuity
Buy-sell agreements and key-person plans funded properly.
Business continuity
Buy-sell agreements and key-person plans funded properly.
Business continuity
Buy-sell agreements and key-person plans funded properly.
Legacy and gifting
Tax-smart transfers to family over time.
Legacy and gifting
Tax-smart transfers to family over time.
Legacy and gifting
Tax-smart transfers to family over time.
Who We Serve
Built for your kind of income.
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team.
Bring your questions, leave with next steps.
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team. Bring your questions, leave with next steps.
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team.
Bring your questions, leave with next steps.