Family Business

Family Business Services

Since the start of our firm, we have enjoyed the unique challenge of working with family businesses of all sizes and across multiple generations. We know that family dynamics can affect the success of your company and, as an unbiased third party, we can help you to resolve the complex issues all family businesses can face.

Specifically, we can help your family business navigate the challenges of growth and transition of ownership by advising regarding:

  • Succession/exit planning
  • Business tax preparation
  • Business valuations
  • Benefits and retirement planning
  • Family tax planning and compliance
  • Gifting and compensation planning

We are a proud sponsor of the USF Gellert Family Business Center.

For more information, please contact our Family Business team:

Amy Allen – 415-655-6217 –

Larisa Rapoport – 415-624-2240 –

Larry Wood – 415-624-2228 –