Convergence understands the subtleties of family-owned businesses, where finances are interwoven with family cash flow and lifestyle.  The family-owned business usually represents a large share of the family’s net worth and security.  Each family office is unique and has a diverse set of needs and objectives, whether you have newly emerging wealth or are more established.

We assist our family-owned business clients with every phase of the business life cycle, from formation and choice of an appropriate entity, through expansions and acquisitions, to succession planning transitions and sales.  Should an unusual issue arise, we have a large network of outside experts, including attorneys, insurance advisors, investment advisors, appraisers, and other family wealth specialists in addition to our Denver CPA practice.

Our goal is to help our clients preserve the wealth they have spent a lifetime building. We work with you to develop a plan to preserve, enjoy, protect, and pass on your wealth.

We offer the following services to our clients:

• Income tax planning and compliance services
• Estate plan development and execution
• Financial and investment planning
• Equity and deferred compensation plans
• Business succession planning
• Appraisals and valuation discounts for lack of marketability and control
• Education planning
• Insurance, risk analysis, and personal liability protection
• Charitable gift planning
• Multi-generational wealth strategies
• Generation-skipping transfer tax opportunities
• Setting up and maintaining a private foundation
• Philanthropy and Donor Advised Funds (DAF)