Estate Transfers
A structured plan to transfer business ownership, real estate, and investment assets to the next generation while reducing tax friction and preserving family clarity.
Coordinate with your estate lawyer and accountant so the plan is executable, not theoretical.
Protect operating businesses and family real estate from unnecessary tax, probate delays, and avoidable conflict.
Build a repeatable review cadence as values change, family circumstances evolve, and tax rules shift.
Business succession
Transfers to family, management, or partners, structured to preserve control and minimize capital gains.
Real estate transfers
Primary residences, recreational properties, and investment real estate coordinated with the broader plan.
Trust and protection
Trust structures, creditor considerations, and governance that supports long-term stability.
Tax integration
Timing, exemptions, charitable strategies, and coordinated implementation across professionals.
Why estate transfers get messy without structure
Wealth transfer is rarely just a tax problem. It is a coordination problem. Different assets have different rules, timelines, and stakeholders. When plans are created in isolation, the result is often unnecessary tax, uneven outcomes among family members, or delays when quick decisions are required.
Our role is to build a practical plan with clear steps, a decision framework, and an implementation sequence that your professional team can execute.
Reduce tax friction and surprise liabilities
Preserve business continuity and governance
Create clarity for heirs and executors
Build a review cadence that stays current
Estate transfer plans should be understandable for the people who will have to carry them out.
Common transfer scenarios we plan for
Family business transition
A founder wants to transfer long-term growth to children while keeping current control. We map the strategy, timing, and responsibilities so the transfer is orderly and tax-efficient.
Multi-property real estate
Principal residences, vacation properties, and rentals often have different tax outcomes. We create a transfer sequence that aligns with your estate plan and liquidity needs.
Practice or partnership succession
For professional practices and partnerships, we focus on continuity, valuation clarity, and a plan that works for both retiring and remaining partners.
Our planning process
Step 1
Map the asset picture
We identify key assets, ownership, beneficiary structures, and the decision-makers involved.
Step 2
Stress-test the tax outcomes
We review the major tax triggers and liquidity requirements so the plan is realistic.
Step 3
Coordinate implementation
We align strategy with your accountant and estate lawyer and sequence the actions.
Step 4
Review and maintain
We keep the plan current as valuations, family situations, and regulations change.