Here are some of the services we provide in this area:
Here are a few examples of the tasks involved in preparing for these transitions:
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.