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