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Tax, Private Wealth, & Business Succession

Tax, Private Wealth, & Business Succession

Our team assists individuals and business owners with tax-efficient planning for multi-generational wealth transfers and business transitions. Vermont is among the states with highest percentage of business owners per capita, and our team is prepared to handle the tax and wealth planning needs of business owners, large and small. 

We provide straightforward guidance on the transition of the family business to the next generation. We also leverage sophisticated income and estate planning strategies, included Grantor Retained Annuity Trusts (GRATs), Spousal Lifetime Access Trusts (SLATs), and Irrevocable Trusts, including Grantor Trusts, to shelter and preserve assets for multiple generations.

Our services also include tax-efficient charitable planning, life insurance planning, or planning to protect and preserve family assets through the use of a tailored and carefully crafted prenuptial or postnuptial agreement.