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
Compensation Planning
While family members who are active in a family enterprise want to be assured of fair compensation, those who are not active in the business also want to be sure that active family members are held accountable to an acceptable performance standard. We can help in reconciling these two perspectives, while assisting with the tax effective structuring of compensation.
