Helping you think about
what you should be thinking about.


Managing Risk

Business Planning

Personal Planning

Integration of personal and business plans

Living Abundantly

Maximizing the benefits of your assets and all that you care about

Effective Philanthropy

Family Governance

Retiring Well

“Entrusted” Estate Planning

Creating Wealth

Risk management

Tax strategy

Asset allocation

Preparing the family

The Bush & Company Difference


 
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Commitment to Excellence

 
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Problem Solving Approach

 
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Teamwork

 
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Client Needs First - Always

Who We Work With

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Bush & Company’s clients, like our team, span multiple generations. They are closely held business owner-managers, entrepreneurs, senior executives in financial services, highly educated professionals, and nonprofit leaders.

We respect our clients and appreciate the trust and confidence they place in us, as fiduciaries and counselors. We care deeply about the desires and aspirations around which their financial and estate plans revolve.