Family Business Planning


Family Business Planning

When it comes to family business, we understand nothing is simple. We work with business-owning families to help them understand how their business fits into their overarching estate plan. 

We know from decades of experience that a closely-held business often represents a large percentage of a family’s assets, and while it can be passed to your heirs, circumstances often make this complicated. Sibling differences and professional interests can often complicate matters. We work with families to help them plan for the business transition in advance, so that all family members are informed and included in the planning.


Get In Touch
©2024 Omnia Family Wealth, All Rights Reserved.