Family-Owned Business: A California Success Story

Tax planning for family wealth transfers and California-based family owned businesses is complex and requires input from qualified advisors. Self-study may also be important: A resource for family business executives includes Fambiz.com.

That site covers topics in depth such as:

Asset Protection
Estate Planning
Family Business Trends
Inter-generational Issues
Shareholder Agreements
Strategic Planning
Succession
Tax Issues
Transfer of Ownership
Valuation
Women in Family Business

Use the Family Business Search engine to find a multitude of articles that can be searched by subject. A great resource for owners and executives of California’s family businesses.

To talk to a California attorney about these and other business succession topics, call Mitchell A. Port at 310.559.5259.