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
Shareholder Agreements
A properly drafted shareholder agreement, that is prepared and understood by all family members, is one of the most important tools available to ensure effective relations from a family enterprise perspective. Not only is the document of critical importance, but the communication process used in developing it provides an excellent framework for the family when addressing future business issues that may affect the family. Our facilitation services help a family develop this framework while exploring and explaining the necessary provisions of a shareholder's agreement.
