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Business Planning


A significant part of the group’s practice consists of providing estate and business planning for owners of closely held businesses and, in particular, family-owned businesses.

  • We provide estate and business planning for owners of closely held businesses and, in particular, family-owned businesses.
  • We advise on issues of business continuity, buy-sell agreements, life insurance and restructuring opportunities, and we assist our clients in establishing family limited partnerships.
  • 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.