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.
As your personal advocate, we’ll provide leadership and strategic oversight for your affairs. Coordinating with your accountant, legal counsel, and others, we’ll provide stewardship and manage every part of your personal finances. In helping you prepare for a future liquidity event, we’ll empower you to make smarter decisions when the time comes.
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
Once you understand and approve of any changes, we’ll start executing your tailored strategy as your full-service family office.
We’ll ensure everything is in order—from paying your bills, to keeping a book of record, managing your cash flow, and overseeing flow-through entities. We’ll manage all of it.
Instead of wasting time with minutiae, you’ll receive efficient, high-level updates and recommendations. Valuing transparency and education, we’re always here to dive into the details and explain the why behind our recommendations.
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
2605 Nicholson Road, Suite 5140
Sewickley, PA 15143
724.602.2912
