With increasing financial success, the Jones Family had concerns their estate was not properly organized. Their primary concern was how to protect the next generation. Their CFO was overwhelmed managing the Family’s group of companies along with their personal finances with little time to address these important planning issues.
Penmore was brought in to evaluate the current business structure, to identify the owners’ long-term estate planning goals; and to build and implement a plan that would organize the estate properly and efficiently “pre” and “post” death.