Business, Personal & Financial Advanced Planning Solutions
The phrase “advanced planning” is broad and requires an experienced team of professionals to narrow down, design, and execute. If you have built a successful business, a growing personal estate, and strong financials, you do indeed need “advanced planning”.
At Pantheon Group, we believe true advanced planning cannot be accomplished successfully in silos. There are three legs to the stool when it comes to advanced planning, the Business, Personal & Financial. Our team of experts look at your planning needs in their entirely, tying together the 3 most important legs of the stool in order to build a plan that lasts.
Pantheon’s Focus
Tax Mitigation
Our goal is simple. Leveraging our team of tax attorneys, we strive to achieve the most tax efficiency possible.
Risk & Liability
We don't just protect the business and personal assets, we build them to be best-in-class.
Legacy
Whether it's your family, your employees, or your favorite charity, proper planning guarantees your Legacy will continue.
CEPA® Certified Exit Planning Advisors
At Pantheon, we are equipped with the training, skills, and tools needed to strengthen our relationship with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
