FAMILY BUSINESS SUCCESSION PLANNING

"70% of all family businesses never make it to the second generation, and 90% fail to reach the third. "

These statistics clearly confirm that an exceptionally powerful planning process is required to address the unique challenges that are faced by family businesses to accommodate the dynamics and personalities of each family member in a way that will ensure the successful transition to the next generation. We know that this can be done based on the fact that, for over a quarter-century, our planning approach has helped numerous family businesses to be successfully continued by future generations - rather than becoming statistics.

Our unique and comprehensive service combines all important aspects of our clients' personal, family, financial and business circumstances in one overall coordinated "multi-dimensional" planning process. Their objectives in all of these areas are achieved by utilizing innovative strategies in tax, estate and succession planning. An integrated "game plan" is created that identifies options and opportunities that would not otherwise be obvious, and ensures that our clients' families can keep both the value and the values they have worked to build.