Taxes, Assets & Heirs

Bill & Chad Hrapmann

Only 30 percent of families maintain wealth through the third generation. You’ve spent a lifetime sacrificing and building wealth, and as you and your adult children grow older, you’ve begun to wonder: Will I be part of the 70 percent who fail, or among those who make it?

You fulfill a variety of roles as a business owner. But with all the time you’ve dedicated to building your business, have you considered the future of your personal wealth? Have you utilized all resources to ensure that your wealth is preserved?

In Taxes, Assets & Heirs, wealth advisors Bill Hrapmann and Chad Hrapmann share the information you need to protect your business, your wealth, and your legacy. By providing some of the same insights they share with their clients, they help you save income taxes, navigate estate taxes, prepare family heirs, and facilitate open communication between all the professionals in your life. You’ve spent a lifetime creating this wealth—now learn how to keep it. This is your ultimate resource for minimizing risk, preserving long-term value, and ensuring that future generations reap the benefits of your hard work.

Bill Hrapmann, CFP(R), CRPC(R), is a wealth advisor and the president of Bill Hrapmann Wealth Advisor, Inc. For forty years, Bill has helped business owners and retirees accomplish financial objectives by developing and managing customized portfolios. He knows how to create Optimal Financial Offices for clients, enabling professional collaboration that pursues financial health and mitigates vulnerabilities.

Chad Hrapmann, MBA, is a wealth advisor and associate with Bill Hrapmann Wealth Advisor, Inc. Providing analytical and technical expertise as a licensed civil engineer in financial services, Chad makes wealth management relevant to future generations of business owners.

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