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A family business is more than an asset. It is a legacy, a livelihood, and a responsibility. We help families plan for its future without sacrificing their own financial security.
When most of a family's wealth sits inside the business, personal financial security depends entirely on the business continuing to perform. Separating the two, gradually and intentionally, is one of the most important moves a family can make.
Transitioning a family business to the next generation or to an outside buyer is the most complex financial event most families will face. Starting the process five to ten years early dramatically improves the outcome.
Business sale proceeds and generational transfers trigger estate taxes, capital gains, and gift taxes that can be substantially reduced with early, coordinated planning. Most of the strategies that work require time to implement.
Decisions about compensation, ownership, roles, and direction become harder as families grow. Without formal frameworks, business disputes and family conflict tend to compound each other.
Our family business wealth management service addresses both the business transition and the personal financial plan ensuring the family's wealth survives the transition, whatever form it takes.
A structured discovery that maps both the business and the personal financial picture, followed by a long-term plan built around the family's succession goals.
The first job is understanding two things at once: the business and what the family actually wants for it. We look at ownership, structure, and the numbers, then get honest about the goal, whether that's a generational handoff, a management buyout, or an outside sale.
From there we build the succession plan. Ownership transfer, leadership handoff, and tax structure get worked out together, with your legal and tax advisors in the room from the start rather than brought in late.
Alongside it, we build your personal plan so it doesn't ride on the business valuation or the timing of a sale. Diversifying away from that concentration is part of the design from day one.
As the business and the family both change, we stay involved: annual reviews, governance support, and early planning around the milestones that shape a family enterprise.
Have questions? We’ve got answers. Here is what people are asking. If you don’t see what you’re looking for, feel free to reach out!
We work with your legal and tax advisors to structure a transfer that achieves your goals, whether through a gifting program, a sale to family members, or a combination, while reducing estate and gift tax exposure. The earlier the planning begins, the more options are available.
That's exactly why we build a personal wealth plan that operates independently of the business from the start. Retirement income, estate plan, investment portfolio: none of it should depend entirely on a successful business transition.
We help families establish governance frameworks (ownership agreements, decision-making protocols, communication structures) that reduce the likelihood of conflict and provide a process for resolving it when it does arise. These frameworks work best when put in place before a specific dispute surfaces.
Probably. Buy-sell agreements go stale; they drift out of alignment with current business value, ownership structure, and family circumstances. We review existing agreements during onboarding and flag anything that no longer reflects the family's situation.