Family Succession Planning

Family Succession Planning

Family Succession Planning deals with the many issues of closely-held, family owned businesses. With this plan, we look at the most effective ways to ultimately transfer the business to the younger generation – from both a tax viewpoint as well estate planning issues, i.e.: Equalizing transfer of wealth to children who may not be participating in the business. See our Family Matters presentation, “Preserving the Family-Owned Business,” by clicking on the link provided.

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Pension Investors Corporation of Orlando

220 E Central Pkwy #3040
Altamonte Springs, FL 32701

Phone: 407-875-3332
Fax: 407-875-0189

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