How Executives & Entrepreneurs Work with Socius

Managing your personal finances today, preparing for a liquidity event tomorrow.

MANAGING YOUR PERSONAL FINANCES TODAY, PREPARING FOR A LIQUIDITY EVENT TOMORROW.

You’ve worked hard to get where you are—and now that you’re here, your time is more precious than ever. As a business owner or executive, you trade your time for money, and money for time.

While you trust hired professionals to keep your business in good order, you still find yourself mired in minutiae to manage your household finances. You’ve hired a CFO to handle your company’s finances—why not have someone look after your own?

That’s where Socius comes in. We save you time and simplify your financial life at home.

YOUR PROCESS WITH SOCIUS

Here’s how we work with business owners and executives to protect wealth, free up time, and foster peace of mind.

1: DISCOVERY

We begin by listening and learning, gathering all pertinent information to develop a holistic understanding of your financials.

By bringing all your advisers to the table—attorneys, accountants, and others—we’ll put ourselves in a position to serve as your financial steward and act in your stead.

It starts by stepping into your shoes. We’ll gain a holistic understanding of your finances and how you’ve navigated thus far with other advisers.

2: STRATEGY

Unlike other firms, Socius works with you well before a liquidity event—and you don’t need to purchase any investment or insurance products to partner with us. While entrepreneurs are naturally inclined to focus on reaching the finish line, we’ll help you plan ahead to capitalize when the time comes.

Acting in concert with your accountant and attorney, we’ll identify more optimal ways to structure your holdings, put strategies in place to protect your interests, and help you prepare to maximize a future liquidity event.

3: EXECUTION

Schedule your first meeting

with Socius today to learn how we can simplify your financial life.

OUR INFO

Southeast Office
200 East Las Olas Boulevard, Suite 1550
Fort Lauderdale, FL 33301
561.404.0484

Northeast Office
4500 Brooktree Road, Suite 105
Wexford, PA 15090
724.602.2912