Wealth & Business Succession

Estate and succession planning for high-net-worth individuals and founder-led businesses demands more than standardized documents. It requires a disciplined, forward-looking approach that integrates personal planning, ownership structure, governance, and long-term strategy. We advise clients on wills, trusts, and related planning frameworks designed to preserve wealth, manage risk, and create continuity across generations—while remaining adaptable as family, business, and market conditions evolve.

For founders and closely held businesses, succession planning often involves two distinct but interrelated transitions: the transfer of ownership and the transition of leadership and control. These paths are not always aligned, nor should they be assumed to be. We work with clients to design succession strategies that reflect this reality—whether planning for intergenerational ownership, professionalized management, partial liquidity events, or an eventual exit. The most effective plans are developed over time, refined through thoughtful governance and decision-making, and stress-tested well in advance of implementation. Our role is to serve as a strategic legal and advisory partner in this process, helping clients build durable plans that endure beyond any single transaction or generation.

Who We Work With

This practice is designed for clients navigating complexity—financial, operational, and familial. We work primarily with:

  • Founders and owner-operators of closely held businesses preparing for growth, transition, or liquidity events

  • High-net-worth individuals and families seeking integrated planning across personal, business, and generational considerations

  • Family-owned and multi-generational enterprises addressing ownership transition, governance, and leadership succession

  • Entrepreneurs and executives with concentrated wealth tied to operating businesses, real estate, or private investments

Clients typically engage us when succession planning is no longer theoretical, but not yet urgent—at the point where thoughtful planning can meaningfully shape outcomes rather than react to them.