We created succession planning for a manufacturer that allowed the ownership of the S Corporation with multiple classes of stock to move through generations without transfer tax.

Warner completed the transfer of a family-owned S corporation from the 2nd to 3rd generation. 

Warner provided succession planning for a multinational, family-owned business currently owned by the second, third and fourth generations of a family.

Warner advised the second-generation sibling owners on the transition of a services company to a third-generation cousin consortium.

Warner designed the succession planning for the founding generation of a midsized manufacturing company.

Warner served as the key planner for the transition of a multinational family-held business from the fourth to the fifth generation.

We helped a family business family create arrangements to hire a high-caliber outside executive team to bridge the gap between family generations of management.

Warner advised the founder of a mid-sized manufacturer of capital equipment on the transition of ownership to the next generation.

We helped our client to transfer their business ownership to the 2nd generation in a process that unfolded carefully, over several years. 

Warner represented the third-generation, inactive members of a family-owned, multinational manufacturing company to preserve the family wealth and legacy assets and to transfer wealth to the fourth generation descendants.

We helped our client to restructure business units to prepare for transfer of wealth, and to later convey the nonvoting units to the next generation.