It's natural to keep your business in the family.  After all, that's how family wealth is built and family legacies are preserved.  Transitioning your business to another family member can be one of the most challenging and emotionally charged efforts of your life.  Added to the stress of changing your role with the business is the issue family dynamics can play in the process. 

Chartwell will help you through the unique challenges of keeping your business with the family.  We know the questions you have, the issues you will experience and the decisions that you face.  We have worked successfully with hundreds of owners who have transitioned their businesses to family members.

Our advisors will work closely with you to understand your personal and financial goals.  We recognize the personal, tax, legal and economic issues you face as you start down the road of wealth and estate planning.  Our thorough and objective opinions have withstood the scrutiny of the Internal Revenue Service.

Our valuation opinions have been issued in support of family sales, family gifts, transfers to trust, estate tax filings as well as buy-sell agreements supporting the family business.  To discuss your unique family business in confidence, please contact a Chartwell professional.