Family & Closely Held Businesses

Family businesses are subject to a wide range of issues. From wealth-protection strategies for members of the family in and out of the business to multi-generational challenges, there are delicate issues at every turn.

We have witnessed directly, the value of proactively potential challenges and have helped many of our clients’ ventures grow. By taking an birds-eye view approach, we can help a company’s pathway to success. Hoping issues never arise often leads to a preventable mountain of problems for all generations involved. We help you stay prepared and avoid those problems.

Our broad range of services include:

• Conflict resolution
• Family business strategy
• Fiscal responsibility
• Governance
• Multi-generational planning
• Partnership issues
• Succession planning and transfer of ownership
• Tax planning strategies
• Trusts and estates
• Valuation
• Wealth protection