Plan for your future while you build your business
The decisions you make about your equity early on can shape what your family keeps for decades. Whether you’re just getting started or years into building your business, the sooner you plan, the better. Jay Law helps founders and business owners put the right plan in place now, and build on it as the business grows.
What founders and business owners should be thinking about
Every situation is different, but these are the questions we help founders and business owners work through.
Your equity and your plan
Stock, options, RSUs, and ownership in a private business don’t always move into a trust cleanly. Your plan should account for them without conflicting with your company agreements.
The sooner you start, the better
Some planning options are simplest before your business’s value grows. Wherever you are today, starting now keeps more choices open.
Planning across generations
Long-term trusts can hold wealth for your children and grandchildren. We help you decide whether one makes sense, and where it should be set up.
Who steps in if you can’t
If you hold a significant stake, your plan should name who can act for you, and how, if you’re ever unable to.
Start with a strong foundation, then build on it
Your core estate plan
Most clients start with our trust-based plan.
Advanced planning, when it fits
For gifting, long-term family trusts, and other strategies, we’ll scope the work with you and quote it up front.
Coordinated with your advisors
We work alongside your tax and financial advisors, and connect you with trusted partners for the work that falls outside our practice.