Your company is unlike any other. You have unique financial goals and strategic vision. You’ve created your own path to your current success. At Schultz Associates, we understand that family-owned companies and closely held businesses are different. Your big-picture goals are driven by much more than just the numbers. Interpersonal relationships between owners, investors, executives, advisors, and family members can be your greatest strength – or your biggest challenge.
Schultz Associates works closely with owners of closely held businesses and family offices to grow their wealth for today and far into the future. With a special focus on assets in the real estate sector, we help to create the conditions necessary in order to maximize success. Managing your assets is just the beginning. We build trust and foster collaborative environments to help your company capitalize on its distinct composition of personalities and relationships.
The time is now. Take your business and wealth to the next level with Schultz Associates.