Wealth transfer

The reasons for change in your business and family lives are myriad. Dreams change, circumstances change, personnel change… and in response, you need to modify your plans, structures, and roles to ensure continued success.

Our Wealth Transfer
services are about

Preparation & Transition

Here are some of the services we provide in this area:

  • passing your business or practice from one generation to the next
  • selling your business or practice to a third party
  • expanding your business
  • staying in the business but downsizing your role
  • activating your next CEO or senior partner
  • transitioning from your business to your next project
  • downsizing your family home

Here are a few examples of the tasks involved in preparing for these transitions:

  • tax planning across your financial plan, estate plan, and investments
  • tax efficiency review
  • transition-risk insurance
  • coaching to help you or someone in your family business move smoothly from being fully-immersed in your business to a new role
  • identifying and preparing your next business leadership team
  • estate planning

Our advisor team and expert professional network have extensive experience guiding our family enterprise clients through these and many other changes. We take great pride in seeing our families and their businesses, practices, and wealth portfolios thrive through the decades.

Using selected experts only when needed gives our wealthy and business families access to advanced support on a smart budget. The expanded-when-needed team serves both the family and the enterprise by exploring the often-hidden needs of the family and/or the business, especially where the two elements intertwine. Our specialists, with our oversight, then help the family in business develop action plans to move the enterprise forward to the next level resulting in a successful transfer of wealth.

Services we offer for families-in-business:
Family Office

Family Office

We help Families in Business navigate the complexities of multi-generational financial affairs.

Enterprise Oversight

Enterprise Oversight

We facilitate dialogue/conversations around topics such as leadership development and shifting roles in changing family structures.

Wealth Management

Wealth Management

Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.

Wealth Transfer

Wealth Transfer

We help our clients explore tax-efficient strategies to transition their wealth and legacy to the next generation as well as charitable giving.