Family Office & Owned Businesses

Family owned businesses that are passed between generations are special and sacred.  At every turn, the family’s most valuable assets must be treated with the highest levels of integrity and confidentiality. We are here to help guide families through the unique challenges and opportunities that each generation faces. We offer advice tailored to your specific financial needs with a demonstrated ability to transfer trusted advisor relationships from one generation to the next.

We will help you achieve personal and family business objectives by encompassing ways to:

  • Craft efficient tax strategies
  • Estimate and minimize tax liability exposure
  • Develop stock option plans
  • Assist family business owners in selecting the right organization structure
  • Structure cash distributions that are not taxed as dividends
  • Emphasize tax-efficient asset liquidation
  • Develop business succession plans
  • Emphasize flexible operating agreements
  • Valuate existing businesses
  • Implement qualified plans


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Christy Cates

Tax Partner

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Felix Lozano

Chief Growth Officer

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Scott Mayfield

Tax Partner

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Toni Mayfield

Tax Partner

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Shane Miller

WPWealth Partner