Prepare for tomorrow.
We offer a range of services to help you shape the vision of your company’s future.
If you own a business, we can help you manage risk and control the most valuable asset in your financial portfolio to ensure it’s protected and passed down the way you’ve planned.
Succession Plan Development
You’ve worked hard to build or grow your business. That’s why it’s important to ensure it will live on long after you step down.
We’ll work closely with you—along with your accounting and legal team—to ensure your buy-sell agreement accurately reflects your wishes. And when it’s time to pass your business along, we’ll be there to facilitate a smooth transition to help keep your business on track.
When your property (including cash, securities, insurance policies and valuables) must be held
until mutually-determined conditions are met, we can help guarantee performance of an action
or the delivery of goods or services. No matter if your transaction is simple or complex, we’ll
oversee matters such as:
- Investment of funds
- Appraisal of non-cash assets
- Distribution of funds
- Performance verification
- Activity reports
- Tax reporting
- Fund transfer
- Asset reporting
Endowments and Foundations
When your organization needs experts to empower goals, we can manage your accounts and assets. Northwest’s prudent investment management can be combined with our best-in-class custodial services to safeguard your assets now and into the future.
Combined with our partner, Stellar Technologies, we can provide account-level detail for donor-advised funds or similar situations requiring multiple account tracking without separate investment objectives. The solution reduces your organization’s overhead and helps you focus on your charitable passions.
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