Family-owned business

When a company is owned by a family of entrepreneurs, it can face unique challenges that transcend business. Your family can trust ours. We are experienced in assisting multi-generational families perpetuate the family business and we work with you to meet the diverse needs of all stakeholders.

Our professional team understands the important balance that must be maintained between business decisions, internal family dynamics and the sometimes competing internal objectives. The diversity of our staff’s experience allows us to match up well with multi-generational family members who have varying levels of experience and involvement in the family business. Among other things, we can help with:

  • Succession planning
  • Estate and gift tax planning
  • Buy/sell agreements
  • Retirement options
  • Phantom Stock Plans
  • Advising and coaching multi-generational participants
  • Planning for the perpetuation of the family legacy
I have been working with their partners for over 20 years. I have always found their work, their integrity and their ability to understand my business and help me react to a changing economy second to none.
— Bruce Pallman, Owner
Roberts Distributors, LP