Corporate & Commercial
Business Succession Planning for Closely Held Companies
A succession plan coordinates ownership, governance, and estate documents so the business survives its founder's exit, however it arrives.
Olivia Bennett · March 9, 2026
Practice Area
Private Client Services
Discreet counsel for individuals and families: estate and gift structures, trust administration, family governance, and the coordination of the advisors who matter.
Overview
A focused view of the work.
High-value personal matters require counsel who understand both the law and the discretion that comes with it. We advise individuals and families on the structures and documents that protect what matters to them.
Scope
What we advise on.
01
Estate and gift planning structures
02
Trust formation and administration
03
Marital and premarital agreements within families
04
Charitable giving and legacy planning
05
Family governance and next-generation preparation
06
Coordination with financial, tax, and insurance advisors
07
Confidential handling of sensitive family matters
Common Matters
Questions clients bring us.
- 01A family whose business, assets, and advisors need coordination
- 02Trusts that must be administered well over decades
- 03Preparing the next generation to own wealth responsibly
- 04A gift or structure that should not become a tax problem
- 05A sensitive matter that requires absolute discretion
- 06A plan worth reviewing after major life changes
Our Approach
Careful work, plainly explained.
A family's affairs are connected, business, assets, documents, and advisors all interact. We bring a coordinating view so that no decision is made in isolation from the rest of the picture.
Confidentiality is the foundation of the work. We keep matters quiet, organized, and handled by experienced counsel directly with our clients.
Discuss your matterThe Team
Attorneys who work in this area.
Begin the Conversation
Considering private client services matters?
We are glad to discuss your situation in confidence and help you decide what comes next.