Family Enterprise
Through our services in the following areas, we assist families and their advisors in working through the unique challenges that many family enterprises face:
- Family Office Services
- Facilitation Services
- Shareholder Agreements
- Governance Planning
- Compensation Planning
- Charitable Gift and Private Foundation Planning
- Estate Freeze Transactions and Family Trusts
- Division of Assets between Family Members
- Succession and Estate Planning
- Post Mortem Tax Planning
Division of Assets between Family Members
Often in planning for the transition of a family business between generations, the need arises to divide personal and/or corporate assets among family members (the need may be immediate or the division may occur over time). We help family enterprises anticipate and provide for these needs, ideally during the parents' lifetimes in order to greatly simplify this process from both a technical and emotional perspective.
