Building legacies that stand the test of time
We’re committed to understanding and supporting the unique needs of family businesses. Our team of strategic advisors combines sector insights with practical experience to help you grow your business and create a legacy that lasts. With more than a century of combined expertise, we’re here to offer a steady hand and a wealth of resources to guide you every step of the way.
Family-owned businesses come in all shapes and sizes, from neighborhood shops to large multinational corporations. No matter the industry or revenue, we provide every client with the same dedication and quality service.
Our team helps clients traverse the major risks that can threaten a family business, from balancing personal relationships to managing financial goals. Clients regularly rely on us to assist them through common challenges like family disagreements, succession planning and integrating non-family members into leadership. We pride ourselves on being responsive to our clients’ needs, focusing on their long-term goals and staying ahead of the curve with the rapidly changing laws and regulations affecting family-owned businesses.
Our services include:
- Estate planning, succession planning and implementation, including designing a seamless transition plan that ensures the business is divided as intended, appoints the right leadership, minimizes tax burdens and helps prevent family disputes.
- Business transactions
- Debt and equity financing
- Governance and entity maintenance
- Labor and employment contracts and related matters
- Mergers and acquisitions
- Protection of intellectual property assets
- Real estate and land use
- Sales and purchases of businesses
- Tax planning
- Trusts, estates and charitable organizations
