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Family Business Services


Strategies for Your Family Business.

Family-owned businesses are intrinsically complex. Issues such as succession planning, structuring a board of directors, establishing risk management protocols or selling the company are complicated by the dynamics of dealing with family members who have entrusted their most important asset to your stewardship.

Working with you and your other advisors, we take a holistic approach to accurately assess how we can best serve you. We provide management and strategic solutions for closely held corporations of all types, sole proprietorships and general and limited partnerships:

  • Performance and transition management
  • Valuations
  • Succession planning
  • Legal and/or tax status conversions
  • Assistance in the sale of business entities or interests


Can a Directed Trust Work for You?