Many of Watts Capital's clients own businesses or have stakes in private companies. Often these private companies represent the largest portion of a client's assets and their legacy.

For these clients, Watts Capital integrates planning for the business into the financial planning for the individual.

Business services include:

  • Business exit planning, coordinated with personal financial planning.
  • Retirement and deferred compensation plans.
  • Business capital raising coordination.
  • Business sale planning and coordination.
  • Establishing a business in the U.S. in conjunction with immigration.
  • Divorce planning in terms of the effect of divorce on a company, particularly the division of assets.