Family Owned Business

Family Owned Business Experience

Many of our estate planning clients have significant portions of their wealth invested in closely held businesses, ranging from boutique investment advisory firms to major national and multinational business conglomerates. We regularly assist these clients with the unique challenges and opportunities faced by private business owners, including the long-range planning needed to transfer ownership and control of a family-owned business to the next generation.

We offer our family-owned business clients the in-depth expertise needed to integrate their complex business, tax, and estate planning strategies. We work closely with business owners to develop practical and comprehensive solutions for accomplishing their business objectives while also serving the long-term needs of their families.

Clients Focused. Results Driven.