Business Services Companies

Domestic Business Services Attorneys

Business and Succession Planning for Clients Close to Home

While the wealth transfer team at Castro & Co. works on transferring the value of your estate to the next generation, the business succession team works on ensuring that you remain in control of your wealth during your lifetime.

By utilizing the tax-free nature of business restructurings, our business succession team can reorganize the capital structure of your closely held family business in order to shift the value of your business to the next generation without sacrificing your control over the company.

Our firm provides services for your business and succession planning needs, including:

One of the most advanced options for accomplishing this is a Manager-Managed Limited Liability Company with a highly customized Operating Agreement that is tailored to your specific estate planning goals.

Let our experienced business succession planning lawyers provide you with the successful business plan that you need.

Fill out our case evaluation form or call our legal team at (833) 227-8761 for immediate help! We serve domestic clients from our estate planning law firm in Washington DC, Miami, Dallas, and Orlando

    Key Issues We Address for Your Business Succession Plan

    For years, we have been helping countless family businesses both big and small with potential issues that may arise in the future such as:

    • Generational transition
    • Alignment of family interests
    • Balancing of financial return
    • Disputes within the family
    • Estate and inheritance issues

    How Our Firm Can Help

    Partner with our skilled business succession planning attorneys who will do everything they can to resolve the necessary issues within your family business. Our goal is to ensure that your wishes are respected.

    You worked hard to build your business, neither the government nor potential successors should take that away from you. We are committed to giving you the peace of mind that your hard work will continue to flourish even after your passing.

    Schedule a consultation with our domestic business services lawyers when you reach out to our firm online or by calling us at (833) 227-8761.

    • “Second year working with them and would recommend them to everyone.”

      - Luis H.
    • “They go above and beyond to help, no matter what your situation may be.”

      - Elvis C.
    • “Castro & Co. are professional, courteous and very good at what they do.”

      - Dominic M.
    • Tax Analysts
    • The Sydney Morning Herald
    • SMSF Adviser
    • Bloomberg Business
    • International Bar Association
    • The Wall Street Journal
    • U.S. News & World Report
    • CBS News
    • ABC News

    Contact Our Team Today

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