Business Organization & Succession Planning

We partner closely with clients to establish and support operating businesses and family offices, offering comprehensive, strategic guidance at every stage. We advise families and individual clients on tax-efficient business structures that optimize operational efficiency, assist in navigating complex governance issues to ensure effective family and non-family participation, and address succession planning to continue safeguarding long-term business interests. Additionally, we create tailored economic incentives for non-family executives, establishing an alignment of interests with those of the family. Our services extend to structuring intrafamily holdings and investments to maximize tax advantages and minimize risks.

We routinely provide strategic counsel to individual clients in their roles as officers and directors of public, private, and nonprofit organizations. This includes advising on governance, best practices, and risk management. Whether it involves structuring innovative legal entities or implementing robust asset protection strategies, we deliver solutions that ensure seamless intergenerational wealth transfers.