experience makes the difference
Family-Owned & Closely Held Businesses
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How We
Can Help
helping you
Navigate and avoid the risks
We help our clients
We help our clients navigate and avoid the risks that can threaten a family business. Hazards such as intra- and intergenerational rivalries among family members, compensation disputes, breaches of fiduciary duties by family members, death and succession issues, integrating non-family members into the company structure and difficulties in determining lines of authority. Our goal is to maintain and grow financial value while reducing friction within the family and avoiding long-term conflicts.
We pride ourselves on being responsive to the needs of our clients, focusing on the long-term goals and staying ahead of the curve with the rapidly changing laws and regulations affecting family-owned businesses. Ultimately, our goal is to help our clients shape a strong business and legal infrastructure that will prosper and stand the test of time.
“Taxes are the price we pay for civilized society.”
Justice Oliver Wendell Holmes
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know your rights
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One step ahead
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building your case
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achieving your goals
we are part of the family. all the way through.
you are not alone
our professional services Include:
Estate planning, succession planning and implementation, including:
- Ensure the business is divided among family members as intended
- Choose the right person to wind up in charge
- Avoid family disputes
- Reduce or eliminate estate taxes
- Maximize the income tax step-up in basis upon death
- Simplify the succession process
