Wealth Advisory Solutions for Business Owners - Case Study
Case Study: Managing the Complexities of Selling a Business

Helping family members with financial education and communication to ensure a lasting legacy.

Profile: The CEO of a second-generation family manufacturing business received a $100 million buyout offer from a competitor.

Solution: The client and his two siblings needed an experienced trustee to provide strategic advice and execute the sale. Working closely with their tax and corporate counsel, our trust specialists recommended creating a Delaware trust with the sale proceeds to maximize tax and administrative advantages. Our trust specialists also provided estate and income planning advice to the three siblings and their four adult children.

Result: Our professionals managed all aspects of this complex transaction and sold the business in a timely manner, minimizing the family's tax liability and ensuring a lifetime income stream for each beneficiary. Our philanthropic specialists helped formulate a tax-efficient plan for fulfilling the family's charitable wishes. In addition, we continue to serve as trustee, providing oversight of funds for the current beneficiaries as well as for trust assets reserved for future generations.

Specific details related to this case study have been changed or deleted to insure confidentiality.


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