Transferring your business between generations can be a stressful time. Let Charter Trust help you through this process. Our experienced staff will help your family with the following:
-
Interview and gather all family data
-
Establish family council to help develop mission and define goals
-
Work one-on-one with Board/family to achieve goals
-
Work with tax and legal professionals to make sure all aspects are covered
-
Look at life insurance and various matters associated with the transfer
-
Help create a legacy by helping to incorporate family values in the plan
