Rexford Cattanach serves as the President of Keats Group LLC, where he leverages his extensive expertise in compensation and income planning, lifetime tax strategies, and wealth transfer to guide private business owners through the complexities of wealth management. At the forefront of his initiatives is...
Rexford Cattanach serves as the President of Keats Group LLC, where he leverages his extensive expertise in compensation and income planning, lifetime tax strategies, and wealth transfer to guide private business owners through the complexities of wealth management. At the forefront of his initiatives is the innovative MyWealthTicket™ Business Succession Road Map, a strategic framework designed to facilitate seamless family business transitions and ensure effective asset protection. Rexford's approach is particularly beneficial for professionals grappling with the intricacies of retirement plan tax shelters and the potential pitfalls of concentrated wealth in private companies or deferred compensation units.
His commitment to empowering business owners is evident in his focus on valuation and risk management, helping clients navigate the often turbulent waters of business succession and wealth transfer. As an accomplished author and speaker, Rexford shares his insights on critical topics such as tax planning, leadership, and compensation strategies, making him a sought-after voice in the industry. His ability to integrate strategic consulting with practical applications has positioned him as a thought leader in family business transitions, where he emphasizes the importance of proactive planning in safeguarding wealth for future generations.
With a skill set that encompasses analytics, mergers, and leadership development, Rexford is dedicated to providing tailored solutions that address the unique challenges faced by business owners today. His holistic approach not only mitigates risks but also enhances the overall financial health of his clients, ensuring they can thrive in what many consider the Golden Age of low tax rates.
