We advise on business succession planning for owners of closely held businesses and their families across generations, including the structuring of limited partnerships and limited liability companies, tax planning, planning for retirement benefits, and the treatment of qualified and nonqualified compensatory stock options. We develop strategy options that enable our clients to make informed decisions regarding the tax risks and opportunities presented by their businesses. In specific circumstances where personal wealth is inextricably tied to a business, we integrate business advice and personal wealth planning experience to accomplish shared goals by cost effective means.
