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Transfer of family business Case Study

By Charles Smith

A successful business owner came to us looking for a way to distribute his business assets and private wealth to his children while making sufficient provisions for his wife in the event of his death. We spent a number of productive meetings talking around the most tax efficient strategy, as well as how he would feel about each outcome. We worked through different ideas, such as how to make sure the business assets were not broken up on distribution but also how each child would receive equal parts of the estate, in a fair way, taking into account liquidity of assets and access.

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