Building a Solid Plan for Generational Wealth

Our Services: Tax & Estate Planning

Running a family business in the complex construction industry can be challenging at its best. Our client was ready to grow the company and looking for ways to incorporate the next generation of their family into the business.

Our Experts in Tax & Estate Planning took the time to fully assess the current situation and mapped out the optimal plan for our construction client and their family’s success. We encouraged our client to freeze the value of the operating company and have their children set up family trusts. By doing this, their beneficiaries could ultimately utilize their lifetime capital gain exemption.

This enabled the younger generation to be brought into the company to share the growth going forward—a solution that meant the best tax structure to optimize generational wealth.