Family Business Succession Planning

Stark & Stark’s family business lawyers work with clients to develop corporate documents, sophisticated estate plans and succession planning strategies to work in conjunction with previously established investment plans.

We serve as a catalyst for integrated communication amongst your investment teams in order to provide clients with a clear understanding of how their family’s investments are working for them.

Family Business Law Services

People work hard to provide for their families and strive to establish a strong portfolio of assets. Most families use an attorney to create an estate plan, which will transfer wealth to future generations. Many wealthy families have relationships with several money managers, accountants and insurance providers who are all working to increase the family’s wealth and protect it from complex taxation issues. More often than not, those professionals are working without a shared understanding of what the other professionals are doing and how their recommendations will impact established estate plans.

Without a clear understanding of how a family’s various investment vehicles are profiting together, new technologies combined with the globalization of investments and the constant changing of world markets can negatively impact the long-term sustainability of a family’s wealth. It is critical that a family have one centralized point of communication so they can easily track their investments, manage their wealth and sustain a strong financial legacy for future generations.

Client-Driven Approach

Stark & Stark Family Office practice attorneys are dedicated to facilitating communications between you, your clients and other professionals who are responsible for preserving and protecting their family’s assets. We coordinate the transfer of necessary information between clients, accountants, insurance providers and investment firms to work for business owners, high net worth individuals and their families throughout the country.

Before establishing your family office, put our years of knowledge and experience to work for you and your family to evaluate the risks and challenges associated with financing and maintaining such an organization. Our business lawyers will work to ensure that your family’s interests are protected, well managed and cared for with the utmost attention to detail.