Sotos LLP
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Business Succession Planning

Effective succession planning is essential to preserving wealth, ensuring business continuity, and achieving long-term goals. Whether you are preparing to pass on a family business, structuring a trust, or planning your estate, we provide the legal guidance you need to navigate the complexities of succession with confidence.

How can we help you

Our succession planning team brings extensive experience in estate planning, family business transitions, and family councils, as well as helping clients create tailored plans that meet personal and financial objectives.

We work closely with business owners, high-net-worth individuals, and families in conjunction with allied professionals to develop strategies that protect assets, minimize tax obligations, and ensure a smooth transition of wealth and business leadership.

We can also assist with:

  • Family business succession
  • Estate planning and wills
  • Trusts and wealth preservation
  • Tax-efficient strategies
  • Corporate succession
  • Wealth transfer planning
  • Family councils
  • Advisory boards

Meet your Key Contacts

Our succession planning team brings deep expertise in planning for business transitions to either family members or sale to third parties in order to achieve desired outcomes with confidence. They would be happy to answer any questions you may have.

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John Sotos

Partner

Michael Sabusco

Partner

Lauren Parker

Senior Associate

HAVE QUESTIONS ABOUT BUSINESS SUCCESSION PLANNING?

Email us with one click, and our team will reach out.

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