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Secure Your Future

Secure Your Future

Partner with Schechter When Selling Your Business

How We Help Business Owners

Schechter has been helping business owners like you for over 80 years. With our financial expertise and extensive network, we offer wealth management services tailored to the needs of business owners and have grown to $3.5 billion in assets under management as of 3/31/2024.

Our team of experts includes financial planners to assist with liquidity and cash flow planning as well as CPAs and attorneys to develop a strategy to mitigate estate and income taxes associated with selling a business.

We have developed expertise in alternative asset classes to offer wealthy families a diversified portfolio of financial assets that is tailored to your financial goals.

Contact Us

If you've recently sold your business and are seeking expert guidance to navigate the complexities of managing your newfound wealth, we're here to help. Contact us today to schedule a consultation with one of our experienced advisors.