Services

Causeway is dedicated to helping you get from where you are to where you want to be. Whether you are a young professional or a an experienced veteran, starting a burliness or expanding an existing one, starting a family or watching your kids grow up, Causeways can make sure that the path under your feet is a sure one.

Estate Planning – Home

Typically, when we think about estate planning, we think about moving money from one person to another after death. Or maybe about making sure our dependents are cared for by the person we think is best able. But estate planning goes beyond those two points. If done correctly it can ensure that family members are more united during a crisis or tragedy or ensure that your wishes are met even if you are unable to communicate them.

Succession Planning – Home

If you are your own boss you know what it is like to have others depend on you. Your family, clients, and employees look to you for support and direction. Succession planning goes beyond picking out your heir apparent. If done correctly it can create a more efficient and better defined structure for your business. This improves many outcomes, including increased value, continuity, and liquidity.