What are Business Owner Advisory Services?
Comerica Business Owner Advisory Services seeks to bridge the gap between the business strategy and the personal wealth strategy. Our Business Owner Advisory teams offer a full suite of services for the business owner. Key to our approach is to work with you to address those personal wealth management issues that are common to most business owners.
From banking solutions to succession planning, we take a full balance sheet approach to aligning your business and personal financial needs.
How can Business Owner Advisory Services benefit you?
We excel at providing solutions that address your personal and business/professional wealth management goals, including:
Managing wealth (wealth planning, investment management, insurance, wealth transfer, charitable)
Maximizing personal liquidity and cash flow
Identifying tax mitigation strategies
Growing wealth in an uncertain environment
Planning an exit strategy
Protecting your assets should you become ill or disabled
You want a solid plan for the future of your business/career as well as the security of your family. Let Comerica Business Owner Advisory Services assist you in aligning your financial goals!
Comerica Wealth Management consists of various divisions and affiliates of Comerica Bank, including Comerica Bank & Trust, National Association; World Asset Management, Inc.; Comerica Securities, Inc.; and Comerica Insurance Services, Inc. and its affiliated insurance agencies. World Asset Management, Inc., and Comerica Securities, Inc. are federally registered investment advisors. Registrations do not imply a certain level of skill or training. Comerica Bank and its affiliates do not provide tax or legal advice. Please consult a tax or legal advisor regarding any tax or legal issues.