After dedicating your career to building and running a successful business, the critical decision of choosing a successor now lies ahead. Whether the chosen successor aligns with your vision or prefers a different approach, having a succession plan or estate plan in place is paramount for ensuring a seamless transition of your business and wealth. The choices made today will impact the future of your business, your customers, employees, and, most importantly, your family.

Recognizing the unique challenges faced by family-owned businesses, we specialize in developing and implementing comprehensive succession and estate plans. Our clients value the collaborative approach we take, leveraging our knowledge and experience to address their specific needs. We engage with your family well in advance of the anticipated transition, addressing tax implications, communication challenges, and industry-specific considerations. Throughout the process, we aim to preserve the value of the business and foster harmonious family relationships.

Our services are designed to maximize opportunities for your business and encompass:

1. Facilitation:

   • Guiding and facilitating the succession planning process.

2. Business Succession Planning:

   • Crafting strategies for a smooth transition of leadership.

3. Trust Planning:

   • Safeguarding assets, reducing probate fees, and managing shares in a family-owned company.

4. Tax Minimization Strategies:

   • Developing both domestic and cross-jurisdictional tax minimization strategies.

5. Will Planning and Review:

   • Ensuring that your will aligns with your current wishes and circumstances.

6. Post-Mortem Planning:

   • Implementing strategies to avoid double taxation after your passing.

7. Asset Disposition Planning:

   • Structuring plans for the efficient disposition of assets.

8. Charitable Gift Planning:

   • Developing strategies for philanthropic endeavors.

Our goal is to empower you to navigate this pivotal phase in your business and personal life, providing comprehensive support and guidance at every step.

We specialize in assisting you with the strategic planning and development of succession planning strategies, recognizing that transferring significant wealth is a crucial component of any family's financial strategy.

The succession planning process entails the thoughtful transition of wealth or assets from one generation to the next, or from family control to a more professionalized leadership structure.

With over 30 years of experience, we have been dedicated to safeguarding, preserving, and strategically planning for our clients' personal and family wealth. Our team boasts a comprehensive understanding of the various aspects of life encountered by affluent families, allowing us to provide a seamless and holistic approach to the challenges and opportunities of succession planning.

Collaborating closely with you, we develop a plan that solidifies your succession ambitions and ensures the implementation of the right governance structures for the seamless transfer of assets and leadership.