Trusts

Planning for the transaction of your life

The exit of a founder or owner is one of the most consequential events in the lifecycle of any business. Whether it's an IPO, a sale or a transfer of ownership interests in full or in part, within or outside the family, it deserves to be intentional and well planned.

Family business exit strategies: Perpetual Purpose Trusts, EOTs and ESOPs

In cases of emotional exits, family business owner-managers should explore three potential options and consider examples from Patagonia, Metis Construction and Publix Super Markets.

Navigating the Transfer of Ownership and Control

Understanding trusts, family limited partnerships and the ‘Tragedy of the Commons’

Making the world a better place

My grandfather liked to quip, “It is far easier to make money than to give it away.” I never appreciated the wisdom in that statement...