Family-Business Succession & Estate Coordination
Generational transfer of a business as a single coordinated plan.
The company is worth real money, the next generation is partially involved, and the current owners want the transfer to happen without a fight and without unnecessary tax. Off-the-shelf buy-sell agreements and generic estate documents are not enough.
We coordinate the corporate documents, the buy-sell agreement, the lifetime gifting and trust structures, and the estate administration mechanics into a single plan that reflects who will actually run the business, who will own it, and what happens if any of the primaries dies, divorces, or exits early.
Common questions
When should we start?+
Earlier than most owners do. The most tax-efficient techniques rely on time and on values that have not yet appreciated.
Can we still change the plan later?+
Most components are designed to be revisitable; some — completed gifts, funded irrevocable trusts — are not. That is the trade-off we model before we build.