About Us

Business Succession Planning

We work with entrepreneurs and their advisors to help coordinate personal and business finances in designing tax-minimization estate plans that integrate effectively with the succession of business ownership. Many of our clients are entrepreneurs who have spent a lifetime building their family business. The transfer to the next generation of a family business presents a number of tax and non-tax challenges. We use sophisticated planning vehicles to minimize the tax cost of the transfer. We also provide advice on corporate planning issues to ensure an orderly transition of ownership and control.

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