Business Owners

Whether you’re launching a start-up, managing an established enterprise, or thinking about your exit strategy, financial planning for business owners is always complex. Decisions you make about your business will impact your personal finances. Bryn Mawr Trust helps you integrate your business and personal wealth planning so you can better navigate your journey.

When you partner with Bryn Mawr Trust, you and your company will work with dedicated financial advisors and business experts who collaborate with your attorneys, accountants, and other professionals to produce a tailored approach centered around you and your company.

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CREATING A WELL-DEFINED PURPOSE FOR YOUR WEALTH

Running a business can be all-encompassing, leaving little time to focus on your personal wealth. At Bryn Mawr Trust, your financial plan is personalized to your circumstances, timeline, and goals. We integrate your business objectives with the financial goals you’ve established for yourself and for your family, so we can provide the right advice and activate the resources you need.

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MANAGING FINANCIAL GOALS FOR A BUSINESS

We can help you seize opportunities by supporting your everyday business operations with customized credit and lending solutions, cash management, and tailored banking services.

Learn more about Private Banking for Business Owners

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PLANNING YOUR BUSINESS SUCCESSION STRATEGY AND SHAPING YOUR LEGACY

When you’ve invested so much into making your business successful, you want your succession strategy to be managed with the same level of care. And we can help you plan for the future, whether or not you have family members who would like to participate in the business you have built. Bryn Mawr Trust guides you on how to value your business, minimize taxes through effective trust and estate planning, ensure a smooth transition when you’re ready to exit, and invest the proceeds from the sale of your business.

Learn more about our Wealth Planning Services

HELPING YOU AND YOUR EMPLOYEES PLAN FOR RETIREMENT

Our team of retirement specialists provides investment advisory and fiduciary services to enhance your company’s retirement offerings with solutions across the full spectrum of qualified and nonqualified retirement plans. Whether it’s a 401(k), 403(b), defined benefit, or deferred compensation plan, we have a solution for you.