Business Planning During Family Restructuring
Advised on commercial dispute between extended family members in the midst of a divorce proceeding; guided restructuring of family businesses, and sale of certain assets, while maintaining discretion and confidentiality.
Business Transition to Next Generation
Counseled family on buy-sell provisions and allocation of decision-making authority between siblings at a point of business transition, including completion of individual interviews to inform the final plan.
Data Management and Brand Protection
Reviewed insurance policies of family business and helped with redesign of coverage to eliminate gaps and better capture all insurance needs.
Advised client on how to address problematic employee to put an end to improper conduct and protect the business from liability.
Long Term Wine Company Strategic Planning
Designed and implemented a strategy for the control and ownership of a family-owned winery in a manner which positioned the business for continued success, with well-developed procedures for good governance, transparency and cooperation.
Sole Proprietor Exit Planning
Formulated a succession plan for a sole proprietor in a manner that provided for his retirement, rewarded his long-time employees, and complemented his philanthropic objectives.
Tax Advantaged Business Structuring
Structured ownership of family vineyards in a manner to defer for as long as possible the reassessment of the vineyards for property tax purposes.
Wealth Transfer to Minimize Estate Tax
Designed and implemented a complex gift and sale program to transfer millions of dollars of value to the next generation without the imposition of gift or estate taxes.