Multigenerational Families
Protecting Your Family's Legacy Across Generations
We understand that multigenerational families face unique legal challenges that require comprehensive, coordinated solutions. Our specialized legal services are designed to protect your family's interests, preserve wealth and ensure smooth transitions across generations. We take a holistic approach to serving multigenerational families, recognizing that each family's needs are unique, and help with family meetings and updates, coordinate with trusted financial advisors and accountants, conduct annual checkups and reviews and lead educational workshops for next-generation family members.
Estate Planning & Wealth Transfer
- Customized estate plans that reflect your family’s values and dynamics
- Strategic tax planning to maximize wealth preservation
- Generation-skipping transfer tax planning
- Family trust structures and management
- Charitable giving strategies and family foundations
- Business succession planning for family enterprises
- Asset protection strategies
- Life insurance planning
Family Business & Succession
- Business entity structure and governance
- Succession planning and leadership transition
- Family employment policies
- Shareholder agreements
- Buy-sell arrangements
- Intellectual property protection
Family Governance
- Family councils and meetings
- Family constitution development
- Conflict resolution protocols
- Decision-making frameworks
- Communication protocols
Representative experience
- Representing next generation family member of an ultra-high-net worth multigenerational family that owned and later sold a Fortune 500 company in wealth succession planning, creditor protection planning, planning for highly specialized assets and estate tax reduction planning.
Latest
Featured Case Studies
Explore our success stories that highlight our effective approach to legal challenges.
Specialized and Strategic Planning: Protecting Valuable and Unique Assets
An ultra-high-net-worth financial executive approached our law firm seeking comprehensive estate planning services. In addition to substantial partnership equity and personal assets, this client owned several animals that had gained significant market value over the years.
Securing a Critical Agreement to Expand Patient Access and Care
A regional oncology healthcare provider sought to establish a strategic partnership with a leading local hospital system. The goal was to integrate specific administrative services, improve patient outcomes and ensure seamless continuity of care across the region. However, negotiations were complex, with both parties aiming to protect their respective interests.