Trust Encompass

Business Owner Retirement Planning

Build wealth outside of your company. Comprehensive retirement, tax, and succession planning for successful business owners.

Many business owners reinvest everything back into their company. While this drives growth, it creates massive concentration risk. Your business is your greatest asset, but it shouldn't be your only retirement plan.

01Separating Personal Wealth from the Business

We help successful owners extract wealth from their business efficiently and build highly protected, tax-advantaged assets outside of their corporate structure. This creates personal financial independence regardless of when or how you exit the business.

  • Extracting capital tax-efficiently
  • Reducing concentration risk
  • Building assets insulated from business creditors
  • Creating independent retirement income streams

02Reducing Future Tax Exposure

We design strategies intended to reduce future tax exposure while building supplemental retirement income and creating essential liquidity for eventual exit, buyout, or succession planning.

  • Executive bonus and deferred compensation plans
  • Buy-sell agreement funding
  • Key person protection
  • Succession and transition planning coordination

Ready to See What's Yours?

A strategy session starts with a conversation — no pressure, no sales tactics. Just clarity on what your wealth can actually do for you.