Preserving and Transferring Wealth
Estate and succession planning requires coordinating multiple disciplines — tax, legal, financial, and personal considerations. We work with your legal and financial advisors to develop and implement tax-efficient strategies for wealth transfer and business succession.
Estate Tax Planning
- Estate tax projection and planning
- Gift tax strategies and annual exclusion planning
- Grantor trust strategies (GRATs, IDGTs, QPRTs)
- Charitable giving and planned giving strategies
- Life insurance planning and trust structures
- Valuation discounts for family entity transfers
Business Succession
- Business valuation for transfer planning
- Family succession structure and governance
- Buy-sell agreement design and funding
- Management transition planning
- ESOP and employee ownership strategies
- Sale to third parties and private equity
Family Wealth Planning
- Family meeting facilitation and communication
- Next generation education and preparation
- Family investment entity structuring
- Philanthropic planning and family foundations