Taking The Stress Out Of Legal Matters
Let our team deal with your legal concerns so you can relax and live your life
Family Business Advisor
Tom Netzel TEP
Tom draws on 35 years of experience in financial and estate planning, risk management and insurance planning. He has also completed advanced certification courses – Advising Family, Business and Family, Business Governance through the Society of Trust and Estate Planners.
Services Offered
Succession Planning
Transferring wealth to the next generation, preparing and educating the next generation, minimizing tax
Business Transition
Transitioning management,
ownership, and financing ownership transitions
Family Business Governance
Family councils, ownership councils, advisory boards, board of directors, and best practices
Risk Management
Financial risks, relationship risks, tax risks, and health
risks
Netco Estate Planning specializes in Risk Management and Asset Protection Planning for business owners and entrepreneurs.
In association with Paul Jacobson QC of Jacobson Law Office, creator of The Life Insurance Protector and the Principal Residence Protector, we
assist clients in implementing innovative asset protection strategies.
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