Succession Planning

Succession Planning

Protecting Your Business Assets and Legacy

  • Trusts – A trust can be designed as a business holding structure that will exist for future generations following the lifetime of the original grantor
  • Foundations and charities – Foundations allow you to leave a personal and family legacy, impart charitable giving as a lasting tradition, and may be able to reduce tax for you and your estate
  • Insurance solutions
  • Lifetime gifts
  • Wills
  • Companies
  • Fund vehicles