Family and Business Planning Stages

Every family and business is currently in one of four stages of development: Startup, Growth, Maturity, or Transfer and each successor generation will also go through the four stages. It is critical that the planning for a family or business not only considers the stage of development they are in, but where they wish to go in the future. All of our clients dream to see their successors do even better than they did, by building on the foundation of their life’s work.

Our firm takes an intergenerational approach to both the planning and the relationships we form with our clients to help them realize this dream.