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
Family Office Services
There are times where our involvement with a family, over a period of time, evolves into a situation where we are working with the family's advisory network to effectively provide family office services. It is our privilege to work with a family and their other advisors in this context. The possible components of our role within such a family office situation are described in more detail in the attached.
