Succession planning

for family businesses

We recognize that a family business is more than a business – it is the repository not only of wealth but also of identity. We are sensitive to such concerns and routinely navigate the legal and practical complexities of how to transition management responsibilities in a family business. We have structured arrangements that allow founders to transition from day-to-day operations or which permit non-participating family members to derive financial benefit from the company. Whether you have clear cut goals for transitioning your family business or need help deciding how best to balance competing interests, we can assist in arriving at a structure that is both equitable and operationally sound, while optimizing tax treatment.

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