Robert P. Lawson

Many of the families and individuals we work with are business owners and executives with specific needs. We have experience advising clients with specialized business compensation and concentrated investment positions. For business owners exiting their business, in addition to the emotional attachment to the business, challenges we help overcome is structuring gifts to family members and charities prior to the sale, and ‍investing the proceeds from the family business sale to produce similar or greater income than the lost businesses income. Many business owners ‍benefit from a portfolio with greater industry diversification that receives the more favorable qualified dividend tax rate.

Many of the families and individuals we work with are business owners and executives with specific needs. We have experience advising clients with specialized business compensation and concentrated investment positions. Palisade structures portfolios to your income, liquidity, and growth requirements while managing risk to meet your comfort level. A combination of high-quality equity and fixed income securities are used to create a customized portfolio. Our disciplined process allows for flexibility to build portfolios around concentrated positions, low basis holdings, and other unique investment circumstances.

Each client’s goals and financial situations are unique. Palisade’s family office planning and advisory services are integrated with a high-quality investment management strategy to provide you with a comprehensive and customized experience. As stewards of your wealth, Palisade works with your family to ensure that your financial goals are achieved, your legacy is preserved, and your wealth is efficiently transferred to future generations.