Helping you think about
what you should be thinking about.
Managing Risk
Business Planning
Personal Planning
Integration of personal and business plans
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
Effective Philanthropy
Family Governance
Retiring Well
“Entrusted” Estate Planning
Creating Wealth
Risk management
Tax strategy
Asset allocation
Preparing the family
Tax strategy
Asset allocation
Preparing the family
The Bush & Company Difference
Commitment to Excellence
Problem Solving Approach
Client Needs First - Always
Teamwork
Who We Work With
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.