Building for What Comes Next

A family business can connect two generations’ futures in ways that aren’t always easy to separate.

For one business owner who came to Vance Wealth, that connection had reached a turning point. He had helped grow the family company, but his parents still held most of its ownership, and his compensation didn’t reflect his responsibility. He wanted to buy a home and start the next chapter of his life, yet any step forward would shape his parents’ future, too.

Our team coordinated the legal, tax and business planning, working through a valuation, ownership and compensation changes and protections for the business. He gained operational control and bought his home, and the family reached greater financial alignment.

“When families trust us with milestones like these, we have to think beyond the immediate task,” shared John Vance, CFP®, CEPA®, Founder and President of Vance Wealth. “That responsibility shapes how we think about Vance Wealth’s future.”

A longer view of growth

“We spend a great deal of time helping clients consider what they want to build and what they hope will continue after them,” explained Jerrod Ferguson, CFP®, Partner. “We ask ourselves those questions, too.”

At Vance Wealth, growth means developing the people, expertise and leadership to serve families through more of life’s transitions, and building a firm that provides continuity beyond any one advisor, including its founder.

A family’s needs can span decades, from retirement to business transitions to children starting families of their own. We want to be prepared for those conversations.

Building around you

We bring specialized knowledge into the firm so investment decisions are considered alongside tax strategy, cash flow and long-term planning. We also work with your attorney, CPA and other professionals to carry decisions through to completion.

“It also means investing in the people who do that work,” said Chris Pelch, Partner and COO. “Developing advisors and creating leadership opportunities within the firm helps build the depth needed to support lasting relationships.”

The measure of that work is personal: whether you know who to call, whether the team understands your circumstances and whether the next conversation can build on the ones before it.

A legacy that keeps growing

The family business owner’s story began with something his parents built. Moving forward meant honoring that work while making room for his own life. We think about our legacy the same way.

“The relationships built here over the years give us a foundation,” added Tyler Tilton, CFP®, CEPA®, Partner. “Growing our team’s knowledge, developing new leaders and bringing more perspectives into the work help us build on it.”

Your children and grandchildren will have goals of their own. Serving them well means we keep learning and evolving, building the capacity to support what comes next.

Our hope is that what we build today gives your family more room to build tomorrow.

This anonymized example reflects one client’s experience. Individual results vary, and similar outcomes are not guaranteed.