Erben Associates, LLC is dedicated to our clients as they pass through the various life cycles. We help them focus on their objectives to build value in their companies, minimize tax liabilities, maximize financial return, plan for contingencies and incorporate personal wealth planning.
Our clients benefit from our ability to deliver systematic, organized processes for the design, management, and implementation of their investment tools. We create customized strategies to meet their unique goals through comprehensive road maps that include considerations for their estate, businesses and wealth. Our strategic planning process helps to minimize tax consequences to estates and businesses, reduce risk associated with growing personal assets, and increase the likelihood of a successful transfer of business ownership.
Erben Associates, LLC is a family wealth office whose mission is to engage our clients in a lifelong process that will solidify their lifestyle and legacy goals & achieve their objectives.
We design and implement comprehensive planning strategies exclusively for privately-held business owners, corporate executives and high-net worth individuals, whose objectives will include a planned exit from the business, growing and managing retirement assets and building a legacy for future generations.
It is our primary focus to become our clients’ most trusted advisor as we walk with them through all the stages of their wealth’s life cycle.
It is our vision that we will create “raving fans” through our commitment to providing an exceptional client experience, following a process driven by a client’s objectives, and continuing to seek the best possible solutions for our clients’ needs.
Did you know?
- 57% of Americans do not have a will, according to Bankrate.
- 70% of family-owned businesses do not survive a transition to the second generation, as reported by the Small Business Association.
- Only 12% make it to the third generation, and 3% to the fourth and beyond.
- Americans lost an average of 27% of their 401(k) retirement savings in 2008, reports a study published by Fidelity Investments.