Family businesses, defined as businesses where more than one family member is involved in management and ownership, face the same challenges as every other privately held business. However, in addition they are dealing with unique issues stemming from the interpersonal relations between the individual family members and the reciprocal impact between the life cycle events of the family or a family member and the company. The complex structure of a family business can create great opportunities but also serious problems that may affect the long-term success of your investment.

At Greer & Walker, LLP we have more than 20 years of experience in all aspects of a family business. We can assist you in developing clearly defined strategies related to your company’s management, operations, wealth, and ownership that are in alignment with the long-term goals of your business as well as your personal goals. In addition to income tax and accounting services, we provide a wide range of specialized services to family businesses and their owners. These services include:

	Compensation policies
	Estate planning and administration
	Entity structure
	Gift and trust planning
	Ownership transfer planning
	Retirement planning
	Strategic planning
	Succession planning
	Wealth distribution and wealth management

For more information on how we can assist your company in these areas, please contact Charlie Greer at 704.377.0239 or cgreer@gwllp.com