Family and Closely Held Businesses

Family businesses are subject to a unique array of issues. From intergenerational challenges to wealth-protection strategies for members of the family inside and outside of the business, there are nuances and delicate issues around every turn.

Having helped many of our clients’ ventures expand and grow, we have witnessed first-hand the value of proactively identifying and addresses potential challenges. By taking a long-range view, we can help a company thrive and flourish. We know that hoping issues never arise can create insurmountable problems for all generations involved.

Our broad range of services include:

• Conflict resolution
• Family business strategy
• Fiscal responsibility
• Governance
• Multi-generational planning
• Partnership issues
• Succession planning and transfer of ownership
• Tax planning strategies
• Trusts and estates
• Valuation
• Wealth protection

We can also leverage the estate planning skills and holistic approach of our Provenance Wealth Advisors affiliate to bring comprehensive resources for income, estate, financial and business planning. These valuable services assist owners and stakeholders in closely held entities to cement their legacies and ensure their plans are fulfilled.