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
Post-Mortem Tax Planning
As with any privately held corporation, restructuring is often required upon the death of a shareholder in order to mitigate double-tax exposure to the beneficiaries of the estate. We are able to provide the additional assistance that may be required upon the death of a shareholder in a family enterprise setting, by facilitating discussions that help the family gain a clear understanding of the path forward.
