Private Clients and Business Succession

For business owners, personal plans and company decisions are often connected. A transition in ownership can affect family relationships, management authority and the future direction of the business.

Our work focuses on business succession, ownership transition and coordination of related private client matters. We work with the appropriate estate planning, tax and financial advisers where additional expertise is required. The scope of any personal planning work is confirmed at the outset.

How we can help

• Planning a management transition
• Preparing to transfer an ownership interest
• Documenting arrangements between family shareholders
• Coordinating a proposed exit with personal objectives