Business Services
You and your Financial Advisor will work together to structure a comprehensive financial strategy tailored to your personal and business needs with ongoing monitoring to reflect your changing circumstances. Our goal is to establish an effective entrepreneur advisor relationship to help your business grow.
Lending Services - Smith Barney offers business banking services such as loans and lines of credit against home equity or securities, as well as hybrid loans that allow borrowing against the combined value of eligible securities and residential real estate. Smith Barney also offers equipment leasing, franchise financing and commercial real estate financing.
Wealth Planning - For clients with significant wealth, Smith Barney has widespread capabilities to address the fundamental issues associated with it, including the preservation of assets, liquidity concerns and risk management, charitable and philanthropic pursuits, strategies for retirement and education funding, as well as wealth transference and estate planning. Our team of dedicated professionals, from experienced trust and estate attorneys to specialists in financial planning, trust and insurance services, will work with your advisors to develop an integrated, tailored plan.
Liquidity, Diversification & Risk Management - Smith Barney can help business owners with insurance, key-person planning, business succession, recapitalization and Employee Stock Ownership Plans, as well as mergers, acquisitions, private placements, leverage buyouts and even the sale of your business.
Employee Retirement Plans - A qualified retirement plan provides tax savings, a systematic way to save, tax-deferred growth and, in some cases, tax-deductible contributions. It can also serve to attract and retain quality employees. Your Financial Advisor can tailor a plan to help you meet the needs of you, your business and your employees.
Business Financial Management AccountSM - Every business owner knows, the more money your business makes, the harder it is to keep track of. A Business Financial Management Account (Business FMA)
® helps you tend to your company's daily finances and still have the time to cultivate new business.
Financial Management Account is a service mark of Citigroup Global Markets Inc.
FMA® is a registered trademark of Citigroup Global Markets Inc.
