Family-Owned Businesses

Tax strategies for success today and a legacy tomorrow

Let our tax professionals help you build a legacy that will last for generations.

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Practice Lead

Andrew Smith


Andy has extensive experience working with family-owned and real estate businesses to facilitate success and growth as well as providing practical advice and creative solutions to the real estate and construction industry's most challenging business issues.

Family-owned business is our business

We get it: family is complicated. So are taxes. Our Family-Owned Business Group knows the nuances of tax compliance and planning for family-owned businesses in real estate, hospitality, retail, construction, manufacturing, and everything in between. Our tax professionals take a hands-on approach to our work and focus on building long-term relationships, taking the time learn your family dynamics and motivations just as well as your business.

We look forward to partnering with you.