Family Business Succession Planning

We help position families in structuring an orderly transition of their businesses whether to the next generation or to arm’s length buyers while planning to minimize taxation. Our many years of experience in dealing with all facets of family businesses gives us expertise in:

designing and implementing succession plans that facilitate a smooth transition of family business assets to the next generation on a tax-efficient basis;
engaging family members and other stakeholders in discussions about vision, collective goals and implementation options;
preparing family businesses for sale to third parties;
advising on and drafting shareholder and partnership agreements;
resolving family disputes;
implementing estate freezes;
negotiating, structuring and implementing reorganizations to separate assets or business divisions on a tax-efficient basis amongst family members or co-owners, including butterfly transactions; and
addressing issues related to non-resident family members