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Business Owners

Business Owners

Business Owners

The professionals at Lucas Capital Management are business owners, so we understand the many unique financial challenges that face the owners of new and established businesses.

Our role is to help our clients secure their financial futures outside of their businesses. Some of the frequent challenges that are faced by our clients include:

  • Wealth concentrated in their businesses
  • A lack of liquidity
  • A focus on business issues versus personal issues
  • Planning for the financial well-being of employees
  • Planning for business and personal challenges
  • Preparing for the volatility of businesses and financial markets
  • Exit strategies when they approach retirement
  • Tax minimization strategies

Our comprehensive planning and investment services help owners make the right decisions for their businesses, employees, themselves, and their families. We’ll help you get organized and feel more confident about your financial future.