FAMILY and BUSINESS SUCCESSION SERVICES, EXIT PLANNING and WEALTH PRESERVATION

Using a Trust Instrument is often overlooked as one of the most Strategic and Optimal Structure for Persevering Legacy and Wealth Preservation, Wealth, and Family Harmony

• It can be executed with a recap: where Founders/ Entrepreneurs can cash out some for say financing Kids’ educations, or

• As an alternative to a full exit or sell as a mean to wait until when a qualified successor arrives

Family Office and Consulting:

Some time a full exit makes sense…

We here to work with your Family and Team of Advisors to prepare, to explore and investigate the optimal strategies and opportunities that will best fit for your Family Enterprise Exits

We can assist in setting up a Family Office to be consistent with your Strategy and Value and Help to Strategize your next steps, Venture Creations or Acquisition Entrepreneurship Opportunities or pursuing Startup’s Strategies

We will source and introduce you to Wealth Management Firms should you pursue such alternatives