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
Charitable Gift and Private Foundation Planning
Perhaps the most gratifying area of our work is assisting families in planning for and achieving their philanthropic objectives in a tax efficient manner. Through facilitated family discussions, we can help families align their philanthropic objectives with their family values and estate planning objectives. Charitable gifts can then be structured to provide for maximum tax advantage, including opportunities to realize a portion of the business equity through gifts to charity.
