Helping Small Businesses
Small business is the backbone to many communities. Our circle of care extends to businesses and we provide the same monetary management strategy services through a sensible and customized plan.
No matter the stage or age of your business — a startup or in the growth period; One Charles team is dedicated in advising, providing access and support for your business goals. Most One Charles clients have built their wealth through a successful small business and we take pride in our commitment to foster the growth and success of each one we have helped.
Financial Services and Management
Running a small business can be complex — from finances, asset management, expense management, and right down to secure document storage. All these tasks add up, taking up valuable time you could spend elsewhere. That is where One Charles comes in. Here are just a few things we offer for businesses:
We partner with you to advise on the best avenue for either purchasing or leasing real estate for your business; and we also guide you through tenant leasing and management.
Business Formation Consulting
How your business is structured is important and with proper structuring, will provide a wealth of benefits depending on your situation. Things to consider in how you structure your business are:
Cash & Risk Management
Employee Corporate Retirement
Planning and Management
From beginning to the end, we are with you throughout the journey.
Let’s connect so we can share our passion of helping others and you can see for yourself the benefits of One Charles boutique approach in business strategy.