Description

Coordinated guidance across the wealth, tax, and estate decisions that determine whether the family’s net worth survives the transitions that the family business will go through. Services include estate planning input, ownership transfer modeling, trust structure review, liquidity event planning, family-office-lite coordination, and tax-aware ownership policy design. Vendor-neutral and faculty-reviewed; integrated with the governance work the family has already done with the FBC.

Tax and estate structuring is consistently the most cited external-advisor need in family-business surveys, and the most expensive area to get wrong. This category produces a coordinated wealth-continuity plan that aligns with the Family Constitution, the succession roadmap, and the operating realities of the business — eliminating the common problem of legal documents that contradict the family’s actual governance.

Wealth that travels with the values. Most families do not want their wealth to outrun their values; they want the next generation to inherit a structure that reinforces who they are. Wealth, Tax & Estate Continuity Services build that structure quietly, in concert with the rest of the family’s governance work — so the legal architecture of the family wealth tells the same story the family tells about itself.