We have extensive experience in estate and business planning for owners of closely held businesses, and, in particular, family-owned businesses. We regularly advise on issues of business continuity, buy-sell agreements and family limited partnerships.
We help our clients save tax dollars through effective estate planning, including through the use of a variety of vehicles, which also serve as asset protection devices. We have a special interest in preserving and protecting wealth. Primarily, as a result of representation of successful entrepreneurial clients and their families over many years, we have developed a unique body of experience.
By using both traditional trust structures and business entities, we have been able to help our clients achieve their objectives of protecting family wealth within a flexible framework.
We recognize and understand the family and personal dynamics involved in these types of situations and excel in succession planning for family-owned businesses. By employing relevant techniques as part of the representation of a business when requested, we deliver these services effectively and efficiently.