High Net Worth
Assets in private, family and closely-held businesses are a challenge; discovering them is one thing, valuing them is quite another. Your case requires leadership and advocacy of financial and managerial experts. We offer in-house experience in tax and ledger deciphering, forensic accounting, business valuation, business debt and equity determination; this allows us to focus any external support to third-party professionals to save you time, money and confidentiality.
Estates that involve privately owned businesses are complicated; complex to understand, convoluted to value in financial terms and intricate. We excel at helping you protect what is yours: dissolve sophistication of businesses and investment details as needed, determine an appropriate financial value on what is right for you. The value of a closely held business is not subjective, it is deterministic. That is to say, what you have contributed to the growth and well-being of the business can be directly determined: you just need the right set of professionals working for you — and that is Iwanyshyn & Associates.
You need a firm that has created Profit & Loss (P&L) and balance sheets statements, business tax records and reports. Asset protection for yourself and your children is important to you. We know, and have been there, so we know where, when and how to help.
Our financial, forensic accounting skills are unparalleled; our expertise managing your case is detailed and comprehensive. Business valuation, as well as personal and real property valuation can only be satisfactorily accomplished by professionals, not pretenders. We offer confidential solutions for high-net worth divorces and sophisticated financial holdings including: multi-location businesses and partnerships, executive packages such as golden parachutes and back-end compensate plans, deferred compensation of all forms, stocks and options, defined benefit pension and retirement plans, as well as insurance and perquisite benefits.
Clients with a large estate and a high net worth have additional financial considerations in a matter of prenuptial and postnuptial agreements, spousal and child support and, of course, divorce. With experience in C-Level leadership in publicly traded companies and private, family and closely-held businesses, we are your best choice. We offer expertise and can better leverage third-party professionals than any firm in the region, bringing skills in certified public accounting and business appraisal and valuation to your aid and at your service. We help you make responsible and appropriate choices that work towards your best short term and long term interests. The offices of Iwanyshyn & Associates are the best choice for you, your estate and your children.
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