“The team is praised for its productivity and turnaround, with sources remarking: ‘They respond to queries in minutes.’”

- Chambers & Partners

Family-Owned Businesses

Many of our estate planning clients have significant portions of their wealth invested in closely held businesses, ranging from boutique investment advisory firms to major national and multinational business conglomerates.  We regularly assist these clients with the unique challenges and opportunities faced by private business owners, including the long-range planning needed to transfer ownership and control of a family-owned business to the next generation.

As one of the nation’s leading tax law specialty firms, we offer our family-owned business clients the in-depth expertise needed to integrate their complex business, tax, and estate planning strategies.  We work closely with business owners to develop practical and comprehensive solutions for accomplishing their business objectives while also serving the long-term needs of their families. 

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