Business and Estate Succession Family Office
We assist with business and estate succession strategies. This includes employee equity plans and business exits by way of partial or complete sell-downs. We advise on acquisitions by and sales to strategic industry buyers and financial sponsors such as private equity including management buy outs. We understand and advise on estate plans tailored for business owners. We advise family offices and their advisers on a range of matters relating to structuring the interests of high net worth individuals and family arrangements.
Arrangements between Shareholders
- Shareholder Arrangements
- Unit Holder Agreements
- Partnership and Limited Partnerships Agreements
- Agreements between shareholders regarding finance management and exit arrangements for company shareholders
- Advice on shareholder equity arrangements with employees and other business stakeholders
Private Client Advice
- Advice to Clients Concerning Estate Planning Issues arising in Particularly Complex Estate Structures
- Implementing Effective Estate Planning Strategies and Preparing Documents for Estate Planning
- Tailoring Estate Planning Strategies to Meet Business Succession
- Advice on Structures to Achieve Asset Protection and Succession Outcomes
Family Office
- Family office advice regarding asset holding structures and advising high net worth individuals
Family Law Property Settlements
- Advice on family law property settlements for high net worth individuals