Our Unique Approach

Equitas provides transition planning services for businesses and families. Our team of communications and governance experts addresses the difficult issues that make the difference in a successful business or wealth transition.

Our customized and proprietary approach and processes uniquely supplement the services of traditional estate planning professionals.

Equitas Provides Transition Planning Other Professionals Provide Traditional Estate Planning  

Wealth Transition
Planning 

Legacy Planning

Philanthropy Planning

Succession Planning

Successor Coaching

Governance

Exit Strategies

Pre-Legal Shareholders
Agreements

Strategic Planning

Financial Planning

Business Processes

Wills

Powers of Attorney

Death Tax Reduction

Death Tax, Share Purchase Funding

Protection from Creditors

Shareholders Agreements

Corporate Reorganizations

Wealth Management


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Equitas’ services uniquely supplement the services of traditional estate planning professionals.