Planning for the transfer of ownership or change in management of a family business can be a stressful and emotionally charged experience. Working with your tax, legal and account advisors, our Private Client Advisors can bring a valuable and objective outside point of view to the process.
Benefits to Our Approach Include:
- A high level of personal attention
- A clear understanding of the many factors that affect the valuation of your business
- Close collaboration with your tax, legal and account advisors
We would love the opportunity to work with you and invite you to meet with a Private Client Advisor.