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
Governance Planning
Effectively structured governance can be one of the most critical factors in successfully transitioning ownership of a family enterprise between generations. We can assist with planning for the transition of voting control and the possible use of advisory councils, external boards and/or family councils, all of which are of key importance in addressing matters of corporate governance in a family enterprise.
