Our Stories

Passing the Business to the Next Generation

Scenario: An entrepreneur and his family had been working with a professional advisor to complete his estate plan. The process bogged down because the entrepreneur was having difficulty letting go and deciding… Read more

Partnering with the Children

Scenario: An entrepreneur had taken his business to the point where he and his wife had enough money to live on for the rest of their lives.  He had children who were too young at that point to take over the business.  He wanted to take the business to another level and realized that he could only do that by hiring an outside CEO… Read more

Keeping the Litigation Lawyers at Bay

Scenario: A son in his 40s had worked his entire career for the family business and his father had promised him an ownership stake which was not forthcoming.  Frustrated at his father’s inaction, he was looking to hire a lawyer when… Read more