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
Estate Freeze Transactions and Family Trusts
Our specialized knowledge in the areas of succession, estate and trust planning can help ensure that the transition of family business ownership is provided for in a tax efficient manner. Of critical importance to us is ensuring that the soft issues² arising during the succession and estate planning process have been appropriately identified and addressed during the process of completing the technical restructuring.
