It can be a lonely world out there for an entrepreneur. As you make your decisions, you have your family’s livelihood and the livelihood of your employees resting on your…
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What Sets Us Apart
Recently, while having an in-depth discussion with a client regarding the potential of transitioning ownership of his company to one of his four children, he made the comment, “I will…
“Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the big choices in life. Because almost everything — all external expectations,…
When a family addresses their affairs, whether it’s a small change or a big decision, they’re in search of a quality result. Established families have inherent complexity in their affairs….
I read this Barron’s article today and thought we should discuss it. Too much money rarely ruins kids, it’s too little character as we stated in our May 3rd, 2011…
Normally partners choose each other for synergistic or financial reasons. Often next generation family members have no choice. It is a “shotgun wedding.” As a family grows and the number…
It’s best to arrange for asset protection as early as possible, preferably before the asset has been created. We analyze estate planning strategies that afford you and your family maximum…
In any family business, conflicts and disagreements can erupt between family members for any number of reasons, or for no reason at all. One of the most predictable reasons for…
In our experience many business owners and entrepreneurs feel that they cannot devote enough time to their legacy and business succession planning because of a hectic business and social schedule. …
This is a complicated question. We work with clients who own privately held companies and focus on the issues of family ownership, control, active and inactive siblings, as well as…
