Diserio Martin O'Connor & Castiglioni LLP

Business Succession and Tax Planning

The Private Clients Group advises individuals and families who own and manage closely-held businesses. These services include assisting in the financial planning for the owner, family and business, estate and gift planning for the owner, leadership succession planning, creating and funding a buy/sell agreement, obtaining key-man insurance and structuring the company for a potential sale or transfer to family members. A proper estate plan takes into account the objectives of the business owner and family and their business concerns. Our strategies are designed to identify potential areas of conflict or dispute regarding the ownership and management of the company by future generations.