Financial Legacy Review

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Business Succession Planning

Comprehensive Wealth Management

Small business owners are the backbone of the American economy. We understand the unique financial and legal needs of business owners and others with substantial property holdings or assets. We offer expert guidance to develop comprehensive estate and wealth management plans that incorporate protections for all of your assets, including small businesses, member interests in LLCs, stock certificates, and property.

business succession

Clear, Creative, and Objective Financial Planning Strategies

In addition to standard estate planning instruments, business owners need to take extra precautions to insulate and protect the individual’s or the business’s wealth, property, and assets.

We regularly work with business owners to consider and plan for the future. Together, we can develop creative and thoughtful strategies for passing a business on to family members, business partners, or other parties.

Our aim is to ensure our clients feel confident that their work and accomplishments will be protected long after they’re gone and that all the hard work they have done to build their business will continue to benefit their family and loved ones. The sense of security and the peace of mind that come with having a plan in place allow you to focus on your work, continue to grow your business, and pursue your goals.

Below are some of the services and support we offer:

  • Tax-advantaged wealth accumulation
  • Effective divorce and lawsuit protection
  • Asset protection for business owners, professionals, and individuals
  • Wealth preservation and financial stability
  • Business succession planning
  • Multigeneration wealth planning
  • Charitable and philanthropic planning
  • Integrated trust and estate planning
  • Tax-free inheritance planning

You Worked Hard To Build Your Business

For many business owners, the thought of handing over their business to partners or family members is frightening. But without the proper planning, you could doom your business to failure! You worked hard, devoted your time and resources, and, ultimately, invested yourself in shaping your business into what it is today, so you should take the time to ensure it can live on. As your legal consultant, we can help you confidently devise strategies that will carry your business forward safely.

Take the First Step

No matter where you are in the life cycle of your business, it’s never too early—or too late—to begin preparing for the future. Reach out to our law office and schedule a free informational meeting. We represent individuals, families, and businesses throughout Florida, New York, and New Jersey.