Family Business Entities - Formation, Tax Management and Transfer
As part of strategic tax planning, we assist families in entity selection and formation for the management of family wealth and asset protection purposes.  Clients often choose trusts, limited partnerships, corporations and limited liability companies.
We also design and implement plans for smooth transition in ownership and management of family assets, real estate and ongoing business enterprises.  In crafting succession plans we work with clients to find balance in planning for:
  • business success
  • clients’ personal requirements
  • equitable treatment of family members
  • tax minimization
  • liquidity to meet tax liabilities

Each business succession plan is tailored to fit the clients’ overall goals.

Heriaud & Genin, Ltd.
161 North Clark Street - Suite 3200, Chicago, Illinois 60601

Telephone: (312) 616-1809 Fax: (312) 616-1808