Your family’s most valuable assets must be treated with the highest levels of integrity and diligence. Whitley Penn offers strategically tailored solutions that perfectly fit your family office and/or family-owned business’s specific financial needs. At Whitley Penn, we believe in protecting your assets for generations to come as it relates to your family-owned business and succession planning.
Specifically, we help you achieve your goals through:
- Crafting efficient tax strategies
- Estimating and minimizing tax liability exposure
- Developing stock option plans
- Assisting family business owners in selecting the right organization structure
- Structuring cash distributions that are not taxed as dividends
- Emphasizing tax-efficient asset liquidation
- Developing business succession plans
- Emphasizing flexible operating agreements
- Valuating existing businesses
- Implementing qualified plans
