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Connect wealth and family
Bring protection and estate liquidity into a plan shaped around your family’s ambitions and partnership interests.
Who we help · Private Equity Professionals
Connect partnership success with your personal ambitions.
Financial planning that brings family goals, partnership interests and long-term capital commitments together.
Your goals, your plan
Start with what you want to accomplish.
Partnership interests and carried interest can be central to the wealth you are building. A personal financial plan connects those opportunities with your family’s goals, future income and legacy, while coordinating the timing of capital commitments and distributions.
AIM offers comprehensive financial planning around these priorities. We develop recommendations, then coordinate with wealth managers, accountants and estate attorneys to implement the relevant parts of the plan. Where you need additional expertise, we can help identify an outside advisor.
Planning opportunities
Ways to move your goals forward.
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Build on your partnership
Coordinate coverage for ownership agreements and key people with the firm’s plans for continuity and succession.
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Consider private placement
Explore whether PPLI or PPVA can contribute to an eligible client’s long-term plan, alongside the wider advisory team.
Keeping the plan in view
Make each transition an opportunity to move forward.
Joining a partnership, increasing an interest or preparing for your next chapter creates a useful moment to connect business success with personal goals. We help bring protection, retirement and legacy priorities into that conversation.
We review current arrangements and explore next steps with your advisors, coordinating funding with expected distributions and alternative resources.
Our planning approachA few practical questions
Before we get started.
Can you develop the financial plan as well?
Yes. We can build a comprehensive plan, develop recommendations and coordinate implementation with your advisory team. If a particular area needs outside expertise, we can help identify the appropriate professional.
How can the plan grow with me?
We revisit your goals at family, career and business milestones, building on what is already in place and identifying opportunities for the next chapter. We coordinate recommendations with the advisors you want involved.
Explore more
Let’s move your financial goals forward.
Tell us what you want to accomplish. We’ll help you build the plan and coordinate the next steps.