Corporate Services
Corporate Essentials:
Emerging Markets Global extends services to businesses and companies, offering:
- Crafting retirement and pension plans tailored to your business.
- Hosting financial planning seminars for your employee group.
- Offering speaking engagements for your business or employee events.
- Providing professional consulting services on wealth management for your CPA firm, law practice, insurance brokerage, or other professional services firm.
All our retirement and pension professionals hold the Accredited Investment Fiduciary® designation, the industry-standard accreditation recognized for excellence and stewardship in managing and caring for pension funds, foundation assets, educational and nonprofit endowments, and other qualified funds.
Contact us to discuss your corporate service needs.
Succession Planning for Business
Whether you’re a shareholder in a closely held corporation or a partner in a small company, having a business succession plan is crucial. The absence of a well-established plan could determine whether you receive the full value for your business or end up liquidating it for significantly less.
Selling or retiring from a business is a complex process that requires special consideration for taxation, retirement planning, ongoing and future management, employee welfare, and the preservation of your legacy.
The expert advisors at Emerging Markets Global can:
- Assist in ensuring that your business is accurately valued by analyzing various appraisal methodologies.
- Evaluate which transfer path is optimal for your financial objectives, considering options such as selling, gifting, or a combination of both.
- Develop a strategy for gradually winding down your participation and ownership over a period of years, as opposed to retiring immediately.
- Recommend funding vehicles for buyout or entity-purchase agreements among partners or shareholders.
- Develop contingency plans in the event of a key owner’s untimely death or disability.
- Develop a seamless transition plan for both you and the new owners, whether they are family members or third-party buyers.
Contact us to discuss your corporate service needs.
How we customize your account
Customized
Portfolio
Active Management
Portfolio Management
Asset
Allocation
Initially, we assist in establishing crucial factors such as your time horizon, spending habits, risk tolerance, and your vision for the desired lifestyle for both yourself and your family. Armed with this essential roadmap, we assess your assets, compensation, and property ownership to construct a portfolio strategically designed to maximize tax benefits.
Subsequently, we handle all the intricacies, including the seamless process of opening and transferring your accounts, executing financial transactions, and managing the record-keeping aspects associated with overseeing your assets.
Our Services
Wealth Management
If you are unsure about your current financial standing, we can assist you in gaining a clear understanding of your current position and determining your future financial goals.
Financial Guidance
Our team of professional wealth Advisors assists you in crafting a personalized wealth strategy that aligns with your individual needs and goals.
Business Solutions
We offer professional services designed to assist in restructuring your company, enhance operational efficiency, and drive productivity and profitability.
SAVINGS SOLUTIONS
Our savings strategies encompass both our unique proprietary and third-party saving vehicles. Rest assured, your financial future is well-managed with our dedicated training and support.
Asset Management
We invest time to delve beyond your portfolio, engaging with you to understand your needs, desires, and aspirations. By doing so, we equip you for the opportunities that lie ahead.
Retirement Strategy
Retirement brings changes to your routine, income, and taxes. Discover how you can maximize your pension to live the lifestyle you've earned.
OUR TEAM
We're inherently strategic, consistently exploring beyond conventional boundaries to deliver our clients innovative and novel ideas.
OUR FOCUS
Emerging Markets Global takes charge of your finances, ensuring they don't control you. This translates to absolute peace of mind.
OUR APPROACH
As an independent, fee-only firm, we offer wealth advice with an unwavering commitment to our clients' best interests.
RESULT BASED
We concentrate on your distinct needs and exclusively advocate for the most favorable returns to maximize your wealth-building potential.