Helping Business Owners Make Wise Decisions to Protect and Control what they have Built.

Because they’re counting on you.

Money is a renewable resource, Time is not.

We believe business owners and self-employed professionals are especially unique.  They feed many families, both directly and indirectly. Quite frankly, they are the engine of any strong economy and community. 

Between juggling numerous demands ranging from competitive business issues to economic challenges, sprinkled with legal and tax complexity; entrepreneurs maintain a deep sense of responsibility for their families and those whom they employ.  The weight of these responsibilities may sometimes feel overwhelming.

At Trimaran, we understand those pressures and have built an advisory firm based on the understanding that each family business has its own unique set of values and issues.  Our priority is to take the time to appreciate the qualitative aspects of your family and business before taking quantitative factors into consideration. This commitment to understanding what you want and why has been the basis of creating deep relationships that extend well beyond generations.

We take the time to understand your why by listening and asking the real questions around business, family, and legacy to clearly identify your values, your vision and your goals.

Who We Work With

We specialize in helping:

· Family Business Enterprises (Family-Owned Businesses)

· Self-Employed Professionals

We help you navigate the complexities and issues that may arise as a result of business and financial success to ensure you have clarity and control over what you have worked so hard to build.

Strategic Wealth Process™

We believe that building wealth and managing wealth are NOT the same thing. As one journeys through life, the responsibilities and complexities that wealth creates require a different approach to planning. That is why having a clear process that helps you define what you want and why is so important.  

Our Strategic Wealth Process ™ is designed as a framework to unearth your goals, values, and priorities while providing you with control and clear direction for estate and family business enterprise planning. 

  • Thoughtful conversations are the first step to truly uncover what your planning priorities are and the various factors to consider, before anyone can suggest a meaningful solution or offer advice. Establishing what’s important to you today and getting a sense for what’s going to be important to you, your family, and your business in the future is key to clearly uncover potential issues BEFORE they occur. This may take place over the course of multiple meetings, depending on the various aspects that comprise your family business enterprise. 

    Helping you clarify what you want is integral to building a strong foundation for your family business and legacy plan.

  • After investing the time to clarify your goals, vision, and values, the next step is to explore and customize appropriate solutions that align with what is most important to you and your family. This will include the participation of your current professional advisors. Collaboration is key to a successful planning result.

  • Ideas and solutions are great, but more often than not, they remain stashed away in a drawer gathering dust. Implementing your decisions is essential to ensuring that your goals are achieved and getting the results you want. We will help you get things DONE.

  • Life changes—so do you. Your life, your family, your business.

    This is why it is essential to review and update your planning to ensure that decisions that were made in the past continue to be appropriate to changing circumstances. Regular periodic reviews will enable you to adjust your planning as needed so that your priorities and goals continue to be relevant and sustainable.

Ask Yourself the Following Questions:

1. How much capital do I need to achieve Financial Independence?

2. How do I protect what I have worked so hard to build during the course of my lifetime?

3. Is it wise to leave all of my wealth to my children?

4. Is it wise to leave the business to my children?

 If you’re struggling to answer these questions, now is the time to take action and get the conversation started with our team.

Here are more frequently asked questions we often address.

What Our Clients Have to Say About

Working with Trimaran Advisory Group

  • “Sandy is not only a knowledgeable financial advisor but a trusted personal friend who we feel we can turn to at any time…”

    -TERRY & WIT LEWANDOWSKI

    Quinte Gardens

  • “Sandra is extremely diligent, her communication skills are excellent, she has a strong work ethic and is very much goal oriented…”

    -FRANK & CLARA CARDINALI

    Drain-All

  • “You go out of your way to understand the history of your client (us), which has given you greater understanding of what we need and want…”

    -PHILLIP BLAKE, PRESIDENT

    Starr Gymnastics & Fitness

  • “What has appealed to me most about dealing with you, is how you put me at ease and your air of trustworthiness…”

    -BEN & SANDRA COLASANTI

    Euro Ceramics