Top
The
Lane Group
of Companies
Meeting New Challenges Together
The Lane Group is a unique group of companies formed by the Lane family to offer a complete array of financial services for its clients. Each company is appropriately licensed to offer every aspect of financial services required to develop and fully implement strategies intended to build and protect their clients' wealth, businesses and estates. This multi-discipline approach gives us the ability to weave their tax, business, and investment expertise into a seamless financial planning process that will simultaneously address our clients' financial, business, investment and estate planning needs .
The Lane Group uses the family office approach to develop and preserve fully-integrated and personalized estate and financial plans that include:
As a tax planning and consulting group for business owners, The Lane Group provides tax and consulting services for their company's entire business cycle. Our goal is to begin aiming for our clients' exit strategy during the start-up stage, so they may harvest the maximum value from their business operations and eventual disposition. Thus keeping our clients from putting practices into place during their operating stage that will block their most beneficial exit strategies.
The various Lane Group companies help our clients determine:
 |
The most effective legal form for operating their businesses. |
|
The best legal form for holding patents and intellectual property. |
|
Precautions available to protect businesses and their owners from the premature death or disability of key personnel or other uncertainties. |
|
The most cost effective compensation structures and employee benefit plans to reward owners and to attract and retain key personnel. |
|
Tax efficient methods for distributing company profits to owners. |
|
The most effective business practices to build and maintain value in their companies. |
|
International opportunities for cost savings, enterprise expansion and tax savings. |
|
Methods to attract potential financing sources and buyers for company expansion or disposition. |
|
Strategies for protecting company assets and owner's estates from creditors and litigation. |
|
Deal structures that maximize after-tax cash flow to founders and key personnel. |
|
Estate planning tools that shelter taxes, protect cash flow and provide access to principal. |
The following companies make up the Lane Group:
|
Branch Office for Linsco/Private-Ledger Securities Inc. |
|
The Lane Group LLC - a Registered Investment Advisor |
|
Lane and Associates - Licensed Insurance Agent |
|
Harmon Lane & Posey Inc. dba The Lane Financial Institute |
|
The Lane Group, CPAs - Tax Advisors and Business Consultants |
| Le Groupe Lane Internationale Ltd. - International Planners |