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Family Business Planning: Where To Start

family business planning

Running a family business not only gives you the opportunity to do what you love, but it’s also a great bonding experience. Your family business gives you an opportunity to pass on a trade to your offspring and create a family legacy, but without proper financial planning, things can go wrong quickly.

At SOGO Wealth & Risk Management, we take family business planning seriously. With our 30 years of experience providing expert legal advice to businesses across Texas, we’re confident we can give you the support you need to make your family business as successful as it can be.

How it Works

Whether you’re preparing to launch a new family business, or you’re looking for help with a business that’s already established, we can help you make the most of your resources and plan for the future. Our services also assist with:

– Share reorganization
– Trusts
– Inheritance tax planning
– Capital gains tax planning
– Long term strategic measures and discussion
– Pension planning

Transition Strategies

With a family business, it’s important to ensure you have a thorough transition strategy in place for when the older members of your family either decide to move on and retire, or pass away. Our team of experts know of multiple ways that transition can be executed smoothly, including buy-sell agreements, and we’re always happy to give you any help you need.

Our friendly team is available to talk to you online, over the phone or in person, to ensure that your family business has plans in place to ensure that it is passed on from one generation to another with all the resources it needs to continue succeeding.

For more information, call today and we’d be delighted to arrange a meeting to discuss the nature of your company, its future, your expectations and of course, your plans!

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