Family Businesses

Consulting to family owned businesses requires a unique blend of expertise. SGA begins by developing an in-depth understanding of how the business currently operates, its history and the owner's objectives concerning future management and ownership. We focus on areas such as capitalization, multi-generational planning, succession planning as well as income and estate tax planning.

We will recommend specific planning vehicles and techniques, both tax and non-tax related, that address both the critical components of the current business and the preservation of family wealth. Our goal is to promote family harmony by providing objective and independent advice to all the family members. Whether it be to continue the family business or to sell it, we will assist the family in making the appropriate decision for all its members.