Advisory

Service Datasheet

Family Business Services

With the coming retirement of the baby boomer generation, North America is in the midst of witnessing the largest transfer of wealth in the history of modern business.
The Fuller Landau team specializes in everything from the tangible such as tax and estate planning, to the not so tangible family dynamics and intergenerational transition of wealth and power within these businesses.

Our team has been put in place to help family businesses in the following areas:

  • Succession planning
  • Succession development
  • Transition and family dynamics
  • Family meeting facilitation and conflict resolution
  • Corporate governance
  • Buy-sell agreements
  • Business and strategic planning, including exit strategies
  • Business valuations
  • Long-term employee compensation packages including phantom stock plans
  • Estate tax planning
  • Estate administration and management after death
  • Financing assistance and structuring
  • Audit and accounting services
  • Income tax planning and compliance

For more information on our Family Business Services, please contact mnewton@flmontreal.com

Download a PDF of our Family Business Services brochure.