Family Business Succession Planning

We offer a unique service to business owners by integrating our business experience with our estate planning and tax experience to design unique and successful plans for business succession and wealth transfers. Our clients include family-owned and other closely held businesses holding oil and gas, farms, ranches, real estate developments and other assets. Our various areas of legal, tax, and business knowledge allow us to provide comprehensive business succession and wealth transfer planning, integrated with the family’s values, dynamics and estate planning.

For information on other aspects of our Wealth and Succession Planning practice, please see Estate and Trust Administration, Estate and Trust Litigation, Estate and Gift Planning and Philanthropy, Private Foundations and Charitable Organizations.