Multi-generational wealth preservation is a key objective for all successful entrepreneurs and ultra-high net worth families, in estate planning. We have assisted many families in developing long-term structures designed to maximize capital preservation while minimizing risk of family disputes. A sample of our engagements includes:
- Meeting with entrepreneurs and their family to assist in articulating appropriate objectives
- Developing plans and strategies for achieving those objectives
- Preparing detailed instructions to solicitors for implementation of those plans
- Reviewing and coordinating implementation with both the entrepreneurs and solicitors
- Recognizing where family objectives are inconsistent with tax minimization issues and providing appropriate alternatives
- Avoiding or resolving real or potential family conflict arising from the ownership of business and significant net worth
Estate Planning Team Members
