Most family businesses are complex entities that span over multiple generations.
Our firm has extensive experience in advising families in the following subjects:
- Succession planning
- Executive compensation planning
- Minimizing taxes on the transition of wealth and assets to the next generation
- Debt structure analysis
- Conflict resolution among current and future decision makers
- Maintaining a balance between illiquid and liquid investments
- Providing a high level of service to your key employees as part of their compensation package
- Acting as a fiduciary and administering your company’s retirement plan benefits for your employees
Whether you’re ready to take charge for the first
time or seeking a higher level of service in your
financial life, we should talk.