Entrepreneurs

We offer full-service wealth planning for entrepreneurs, highlighting opportunities, pitfalls, and advantages of the various strategies available. Catering to the entrepreneur’s specific needs, we can set up their entity in a way that protects the entrepreneur from potential creditors and provides tax advantages. From estate planning to tax planning to succession planning - we do it all.

Successful Outcomes
  • Represented a business owner in connection with the creation of joint ventures and refinancing of nearly half a billion in assets that included properties in different states, office buildings, ski resorts, residential properties, and movie production facilities.
  • Represented a developer in acquiring an 180,000-foot construction center.
  • Represented the buyer in a transaction involving $50 million of operating assets and 23 separate skilled nursing facilities.