Family Succession & Estate Planning

A comprehensive financial plan can benefit your family for generations. The overall plan will continue through a person’s working life, into their retirement years and even after death to provide a stable framework for their children.

The separation between ownership and management is a challenge that can impact the next generation. Succession planning is the single most important issue to ensure harmony in the family, prevent strain on the business, and prepare for adaptability to market changes.

We can assist in developing a strategic plan that addresses issues like ownership structures, skills transfers, exit planning and related tax and finance issues. In addition, we can help with structuring policies to achieve good governance, conflict resolution and fair compensation.

Miller Bernstein has deep expertise to assist with wills and estate planning that satisfy the testator’s objectives in a tax efficient manner. We understand that this is your legacy, and we don’t take this responsibility lightly.