Questar Capital Partners can now share their experience with others
Sanctuary Partners Offers Innovative Succession/Estate Planning Tool
Indianapolis, November 22, 2022 /PRNewswire/ — Questar Capital Partners, a Sanctuary Wealth partner firm with decades of experience, uses a three-pronged approach combining financial planning, estate planning and philanthropy to help business owner clients plan by using employee stock Exit Strategic Ownership Program (ESOP). Now, Sanctuary Partner firms can leverage Questar’s expertise to help their business owner clients unlock and profit from the value of their business while minimizing taxes and preserving ownership for essential employees and families. Available to advisors on the Sanctuary platform as part of Sanctuary’s suite of business owner and executive services solutions, the offering is designed to help drive the growth of their partner companies.
“My partner, Richard Rael, my business is built on working with middle market business owners. When it comes to exit strategies, we have found ESOPs to be one of the most effective succession and retirement planning tools available to us.For owners who are looking for a tax-efficient way to unlock liquidity while maintaining control of their business, ESOPs are an excellent avenue they need to explore during the exit process,” explained GrisspitzerFounding Partner of CPA, CPWA, CEPA, CRPC, Questar Capital partner“We are completely independent, which sets us apart from the big banks and is uniquely qualified because we have a deep understanding of the needs of business owners in terms of estate planning and business exit strategies. Being part of Sanctuary allows us to leverage Sanctuary’s An independent capital markets desk, which will bring greater pricing and investment flexibility to our ESOP clients.”
At Questar Capital Partners, Grisspitzer Specializes in all aspects of private wealth management, including investments, multigenerational estate planning, tax planning, insurance and charitable giving. He specializes in working closely with private business owners, advising them on succession planning, liquidity needs and employee stock ownership plans (ESOPs), and is a member of the ESOP Association. Gerry’s custom financial solutions and long-term planning for home and business owners include asset management and tax minimization. In addition to his CPA status, he holds designations such as Certified Private Wealth Advisor, Certified Exit Planning Advisor, and Chartered Retirement Planning Advisor.
“Sanctuary Wealth is committed to continuously growing our platform and expanding planning and investment solutions to our advisory partners,” said jim dixonCEO and Founder, Sanctuary Wealth“The ESOP is an underused planning tool that allows business owners to generate some cash proceeds from sales while still retaining control of their business. Grisspitzer At Questar Capital, he leads a team of experts with the unique ability to maximize the benefits of ESOPs for clients. We now ask him to share his knowledge and experience with our other partners for the benefit of their clients. “
“The ESOP is a win-win for business owners and their employees, but it is a grossly undervalued tool, and as a result, many business owners and even consultants are unaware of it,” Spitzer continued. “We look forward to working with other Sanctuary Wealth partners across the country to bring this important exit planning tool to a wider audience.”
About Sanyu Wealth
Sanctuary Wealth (sanctuarywealth.com/) is a cutting-edge platform for the next generation of elite advisors who have the entrepreneurial spirit to build and own their practice and want the freedom to provide the tailored service their clients deserve. Sanctuary Wealth’s independent ecosystem of partners provides a complete technical and operational platform, as well as support from a community of like-minded advisors and valuable affiliate business resources. Currently, the Sanctuary Wealth network includes partner firms in 28 states across the country with approximately $25 billion in advisory assets. Sanctuary Wealth includes wholly owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment advisor, Sanctuary Securities, Inc. a member FINRA broker-dealer, and Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global and Sanctuary Global Family Office.
Source Sanctuary Wealth