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Family Business and Succession Planning

For family and closely held businesses, succession planning is not optional. Without it, the business will not survive and there will be no related legacy. We help implement a balanced strategy that promotes and protects the needs of both the family and the business. This often involves separate transitions of management and ownership and assistance with family meetings to discuss and plan these transitions. Our dedicated family business attorneys represent families of all sizes, from small businesses to large multi-billion-dollar international organizations. We are passionate about guiding clients through all areas of succession planning, tax planning, gift planning and various value-freezing and sale techniques – all designed to strengthen your business and secure your family bond while ensuring a lasting future.

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