Markets: Family-owned Businesses
Business families lead complicated lives. Their major source of income is often illiquid yet must meet family expectations for support and income.
Stokes & Powell CPA’s, LLC is versed in being part of an advisor team to guide clients toward a successful plan of transition through changing circumstances.
We help the family owned business:
- Minimize taxes
- Adapt its wealth system to better achieve wealth continuity
- Continue family legacy