Family and Closely-Held Business Planning
Attuned to the critical issues that face family and closely held businesses and focused on understanding yours, our unique Family and Closely-Held Business Planning Practice Group provides comprehensive, cost-sensitive and responsive counsel that integrates your business and personal objectives into a practical and cohesive plan—whatever the size of your company.
Responding to client needs, we created our Family and Closely-Held Business Planning Practice Group from a diverse group of attorneys skilled in the key areas most important to the success of businesses like yours—whether you’re a small, emerging firm or a large established company. Our focused approach—working to know your business and your industry—aims at providing you a full range of vital legal services at reasonable cost.
Our groups’ business lawyers will draft your shareholder, financing, commercial and employment agreements and handle other general business matters; our tax and estate planning attorneys will design estate planning programs for you and benefit arrangements for your employees; our knowledgeable real estate, litigation and intellectual property attorneys—among others—stand ready to assist when needed. All work together seamlessly and cost-effectively with little wasted motion to give you exceptional value while advancing both your business and family objectives.
News
Publications
Events
Podcasts
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Corporate Partner Daniela Spanos to dive into planning strategies tailored for founder-owned businesses navigating an exit or…
On this episode, host Michael Clear is joined by Wiggin and Dana Litigation Partner Joseph Merschman. Joe and Michael explore the concept of “business divorce,” referring to conflicts among co-owners…
In the final episode of the Speaker Showcase, Partners Steve Malech and Matt Smith discuss the complexities of estate planning, particularly in the context of divorce and family disputes. They…
When families clash over control of substantial wealth, whether in connection with the testamentary wishes of a loved one or the management of assets in an estate or trust, hiring…
SUBSCRIBE NOW If you’d like to listen to episodes on your preferred streaming platform, please click the links below to subscribe. Amazon Apple Spotify Resource Links: Future Focused | Wiggin…
On this episode, hosts Erin Nicholls and Michael Clear welcome corporate Partner R.J. Kornhaas to discuss the intricacies of investing in privately held businesses and business succession planning. They delve…
On the fourth episode of our speaker series, Partners Erin Nicholls, R.J. Kornhaas and Dimitri Tournas dive into the key compliance requirements of the Corporate Transparency Act (CTA) and its…
In a typical M&A transaction, the interests of the executives and management team can significantly diverge from the other parties to the transaction making it essential to retain independent counsel,…
Timing is crucial for clients looking to gift before the potential sunset of the estate and gift tax exemption at the end of 2025. In today’s episode, Partner Erin Nicholls…
Jacob Koenig, Managing Director and Partner of Woodbridge International, sits down with Partners Erin Nicholls and Michael Clear to discuss his firm’s unique approach to selling companies, including their focus…