Your Family

CV Family Office’s team has the professional training to help families through these challenging discussions, and work with you and your family to ensure everything is talked through in your estate and continuity plan.

In addition to tax and corporate considerations, succession planning is about family governance and creating a process for family members to make decisions and resolve disputes within groups.  We are professionally trained to guide your family through the unique dynamics of family by holding family meetings, developing and implementing a family mission statement and, most important, building the “soft stuff” into your estate and continuity plan.