Braun Business Management

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--> Home | braun top of page BRAUN FINANCIAL INTELLIGENCE A MULTI-FAMILY OFFICE About We are an independent financial management firm providing objective advice on all aspects of financial affairs to wealthy individuals and families for more than 30 years. We deliver unbiased, conflict-free advice and direction to each of our clients. Our practice has been built on long-term client relationships deeply rooted in trust. ​ We partner with a strong team of outside professionals to deliver the finest and most secure strategic planning for you and your family. All of this is delivered to you with the highest level of personal service, professionalism and confidentiality. Examples examples job/career switch When one of our clients makes a job move, it typically sets in motion a series of complex decisions and actions. We are intimately involved in the execution of the new and departing employment agreements, exercise of stock options, restricted stock, deferred compensation, retirement funds, life insurance and benefit plans along with a variety of perks. In some cases, our clients have moved from private industry to high-profile public positions, requiring a myriad of complex financial disclosure documents. We complete all of the financial disclosure requirements in conjunction with the normal separation of service issues described previously. estate planning We are intimately involved in all phases of estate planning, including the creation and management of various trusts and fo

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