We created succession planning for a manufacturer that allowed the ownership of the S Corporation with multiple classes of stock to move through generations without transfer tax.

Warner completed the transfer of a family-owned S corporation from the 2nd to 3rd generation. 

Warner provided succession planning for a multinational, family-owned business currently owned by the second, third and fourth generations of a family.

Warner advised the second-generation sibling owners on the transition of a services company to a third-generation cousin consortium.

Warner designed the succession planning for the founding generation of a midsized manufacturing company.

Warner served as the key planner for the transition of a multinational family-held business from the fourth to the fifth generation.

We helped a family business family create arrangements to hire a high-caliber outside executive team to bridge the gap between family generations of management.

Warner advised the founder of a mid-sized manufacturer of capital equipment on the transition of ownership to the next generation.

We helped our client to transfer their business ownership to the 2nd generation in a process that unfolded carefully, over several years. 

Warner represented the third-generation, inactive members of a family-owned, multinational manufacturing company to preserve the family wealth and legacy assets and to transfer wealth to the fourth generation descendants.