Family Business and Succession Planning

Mark K. Harder

Warner takes a holistic approach to the representation of family business.

We recognize that succession planning for the family owned business is not all taxes and legal documents. It’s also about families and maintaining and strengthening the ties that bind them to each other and to the business. We understand that our clients measure the success of their planning by the plan’s overall impact on the business and the family.

As a result, our succession planning balances the needs of the family with the needs of the business to find successful strategies for the transition of ownership and management from one generation to another.

We are one of the few law firms in the country with a dedicated family business group. Many of our family business attorneys measure their experience representing family businesses in decades. Besides representing numerous founders transitioning their businesses to their children and grandchildren, we also represent businesses controlled by sibling partnerships and cousin consortiums. Some of our clients have been controlled by the same family for more than 100 years. Clients range from small enterprises to large multibillion-dollar corporations with global operations and sales. We have experience with a wide variety of planning tools for the gift or intra-family sale of the family business, including some of the most cutting-edge gift planning and sale techniques available.

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