Real Estate, Family and Closely Held Business and Valuations

Along with the wealth generated by a successful business of your own or a family business come special complications and frustrations. Every business decision you make may have implications for the personal finances of several people. Byzantine tax regulations must be taken into account, again and again. Issues of succession and control of the operation must be weighed against family dynamics and individual life goals.

At The Commerce Trust Company, our partnership approach to working with clients is ideally suited to helping you sort out and gain control of the many challenges when business and personal or family wealth are closely tied. We take the time to understand the business issues and opportunities, and how they dovetail (or not) with personal agendas. Then, we select from a complete range of personal and corporate trust, asset management, estate planning, business planning, retirement planning and special services that may best facilitate your total needs.