EDISON ADVISORY · PRESERVE
Family Enterprise Advisory
Guidance for families whose business and family life are one system.
WHAT IT ACCOMPLISHES
Guidance for families whose business and family life are one system.
In a family enterprise, business decisions are family decisions. We advise on the structures and conversations that keep both healthy: ownership rules, roles for family members, compensation, entry and exit, and the transition to the next generation.
THE CONTINUITY MODEL · PRESERVE
Does your current plan reflect your goals, your family, and your legacy?
WHAT THE WORK TYPICALLY COVERS
- Ownership and employment policies for family members
- Family councils and meetings
- Next-generation preparation
- Buy-sell and succession structures
GO DEEPER
- Generational Wealth PlanningDevelop strategies for preserving, managing, and transferring wealth from one generation to the next.
- Business AdvisoryPractical legal counsel for business owners and entrepreneurs, and planning for what comes next.
WHO THIS IS FOR
People, not legal categories.
EDISON ADVISORY
Strategic guidance beyond the practice of law.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
STAY CONNECTED
Subscribe to Edison Insights
Planning updates and new articles, written to help you make better decisions. If you follow Edison for six months without becoming a client, you should still feel better informed than when you started.
NEXT STEP
Guidance for families whose business and family life are one system.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.