Some 70% of first generation, family-owned businesses never make it to the second generation
What can prevent a smooth transfer of a business to its successors at retirement, death or disability?
A properly designed and funded succession plan
We review your personal and business assets, making sure they reflect the wants, needs, and wishes of you and your family. Then our team of independent specialists will explain your options and the steps that need to be taken.
A succession plan that reflects the legacy of the business, the legacy of the owners, and provides for the needs of the families involved.
Make a positive impact on the lives and future generations of our clients and their families.
We believe that all we have has been entrusted to us. We are not only responsible for how we use our resources, but what our lives say as a reflection of our actions. Therefore, a vital part of the legacy we leave should include implementing and passing on principles of good