Services – Family & Private Business

BoltNagi, PC’s attorneys have been assisting family and privately owned business clients for more than two decades. We offer advice that reflects an understanding of the relationships and dynamics that drive family business – not just the inherent legal issues.  We regularly advise families on family business planning matters.

Strategies for the senior generation to pass a business in a tax-effective manner to the next generation may include recapitalizing the business into voting and nonvoting shares and transferring the nonvoting stock to the next generation. Advice may also include methods to compensate a descendant who does not participate in the business. This process often results in a team approach by including a family’s other trusted advisors, such as the client’s financial planners and accountants.

From initial financing to retirement, BoltNagi, PC’s family & private business practice offers comprehensive advice to owners of small, closely held family or private business enterprises, assisting every step of the way.

Related Practices Groups
Tax & Estate Planning |

Related Services
Corporate & Business | Trust & Estate Planning | Corporate Finance – Public & Private |