At InTrust Advisors, one of our passions is the family owned business with all their challenges and relational complexities. We find that the greatest challenge may not even be financial but relational and this is why so few of such businesses survive to the third or fourth generation.

Our services are designed to help the family business owner overcome these challenges. We have extensive experience helping businesses prepare to realize their full value and potential through prudent business and financial planning process that includes not only analyzing and mitigating organizational risks but planning for the business owner's own personal financial goals outside the business.

We can also assist the business owner in structuring the business transition to improve the chances of the next generation's success while also extracting value for the transitioning business owner. Alternatively, we can help the business owner ready the business for sale or merger.

Unlike our competitors, our services are retainer based and very affordable. We will provide as much or as little support as you need. We also realize those needs ebb and flow through time and we are there to help as needed.

Family Owned Business
​Services Include:

• Succession planning
• Buy / sell insurance planning and funding
• Key person planning and risk management
• Business projections and capital structure development
• Limited capital formation
• Corporate retirement plans
• Estate planning in coordination with your attorney
• Tax planning in coordination with your CPA
• Exit strategies with realized liquidity
• Facilitating family meetings
• Board representation
• Temporary CFO services
• Asset protection
• Cash flow management and planning to provide for future liabilities
• Family education

REQUEST MORE INFORMATION ON OUR FAMILY OFFICE SERVICES