tcm:9-41871

Closely Held Corporations & Business Management

Our team of specialists has the experience needed to handle the complexities of private business interests. Whether monitoring business activity with a traditional reporting process or taking an active role as advisors to the management team, our trust professionals will ensure that we meet your specific objectives. Our services include:

• Evaluating private business entities, including corporations, limited liability companies, and limited partnerships
• Determining fair market values
• Facilitating the creation and maintenance of appropriate documents, including articles of
• incorporation, bylaws, operating or partnership agreements, tax returns, and financial statements
• Monitoring dividend and distribution transactions
• Selling or transferring holdings
• Acting in an advisory capacity with respect to corporate governance
• Overseeing management activities

We also offer professional trust administration services and asset management to help you preserve and grow your wealth.