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Business Families Continuity Planning

Supporting Transitions through Generations

For over a century, SimpsonWigle LAW LLP has worked with and supported business families through transitions and organizational planning.  Such transitions include succession of family members or transferring a business to non-family members. 

Our goal is to work collaboratively with other existing advisors to the business family and, where appropriate, we can assist with resourcing other capable advisors through our relationships.

As the practice of advising business families has evolved, we have been a leader in the growth of professional advisory services.  We continue to actively participate in this evolving field and use our learning to bring value to our business family clients. 

We understand systems thinking in the context of family enterprise including use of the “Three Circle Model.”  Most important, we recognize that business families have unique strengths and challenges and we are mindful of this when entrusted by our clients.

All members of our group belong to the Family Firm Institute (FFI) and to Attorneys for Family-Held Enterprises (AFHE).  Paul Milne is a Fellow and past Director of FFI.  Kathryn Osborne holds a Family Enterprise Advisor™ designation from the Institute of Family Enterprise Advisors (IFEA).

Services Include:

  • Transition Plans
  • Policy Development
  • Shareholders’ & Founders’ Agreements
  • Corporate Reorganizations
  • Estate Freezes
  • Sales and Purchases of Family Businesses
  • Governance/Advisory Boards
  • Values Retreats
  • Annual Family Retreats
  • Work collaboratively with our Wills, Estates and Trusts Group and with our Tax Counsel 

     

  Paul D. Milne    MilneP@simpsonwigle.com   EXT: 309
  Kathryn I. Osborne    OsborneK@simpsonwigle.com   EXT: 347
  Catherine A. Olsiak    OlsiakC@simpsonwigle.com   EXT: 362
  Angela Papalia    PapaliaA@simpsonwigle.com   EXT: 307