Family Business Advisory Services

Business advisory services have been part of our core offerings since our founding in 1935. We work in collaboration with a family's existing team of advisors to provide strategic counsel on such issues as business succession planning, business sales oversight, and maximizing closely held private assets.

We help families by:

Preparing plans in advance
Coordinating advisors
Establishing an exit plan
Preparing for transitions
Setting investment goals and objectives
Investing in a diverse set of traditional or alternative asset classes

We also have extensive experience working with families on preparing future leadership through multi-generational succession planning, planning for multi-generational wealth transfer, family governance, and the use of philanthropic vehicles to help meet these goals.