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Business Organization, Operating Businesses, and Succession Planning

We work closely with our clients to set up and support operating businesses and family offices. We advise families and individual clients on tax-efficient business structures, family and non-family participation in governance, succession issues, creation of economic incentives for non-family members of management, and structuring intra-family holdings and investments. We advise individual clients in their roles as officers and directors of public, private, and nonprofit companies and organizations. Our clients frequently involve us in developing and analyzing approaches to manage and reduce exposure of their assets to liability risks.