We are fortunate to have a strategic alliance with the premier consulting firms in the U.S. for golf clubs – private and public…  Golf ProfitBuilders and HospitalityGolf Marketing, headed by golf industry leaders Teddie O’Keefe and Ken Smith.

Their specialized knowledge and understanding of the challenges facing golf course owners is a major asset to the Concentrix Wealth Advisors team.  Together we collaborate to identify creative, practical solutions that address each owner’s unique circumstances.

In addition, our Strategic Partners have extensive experience helping golf course owners deal with the issues relevant to them, including:

• Land trust design
• Capital access/private equity pools
• Family succession planning
• Private family foundation
• Tax mitigation strategies
• E-Money personal financial website and data vault
• Charitable leverage and philanthropic design strategies
• Business valuation services
• Benefit programs
• Document review
• HR services outsourcing
• Retirement plan audit and design
• Financial planning
• Professional life insurance portfolio audit
• Insurance, investment, brokerage and audit services
• Professional coaching

… and many others in the Tool Kit – available to your Concentrix Personal Advisor, and your Inner Circle team of advisors to orchestrate the optimum plan for you.

For a no-obligation discussion of your needs, call 609-653-1220 Ext. 101, e-mail us or simply complete our brief Contact Form.