Among our services to privately held businesses, CBM has specialized expertise working with family-owned businesses. Family dynamics can both enhance and inhibit growth. Our professionals have experience offering sophisticated estate, gift and tax planning to promote wealth generation and preservation.
Every family-owned business client has different goals. We can help you navigate the financial, operational and emotional challenges to help you reach your goals.
CBM President and Managing Partner Peter B. Reilly contributed a chapter to a compiled series of essays about family-owned business management called Minding Your Family-Owned Business.
Please contact us for a complimentary copy. The insights and success strategies delivered by industry experts in this book will help you gain perspective, achieve greater success and have a better lifestyle.