Estate Planning

Succession, estate and
retirement planning.

When considering how to distribute your wealth or pass ownership of a family business, proper planning can preserve the assets that you have spent years building. Smart individuals recognize the need for considerate and experienced guidance in matters such as succession, estate and retirement planning, and MWE has been providing help to such individuals and businesses for more than 60 years.

Family dynamics can be challenging during the drafting of your plan. MWE's partners are fully experienced in engaging with principals, as well as other interested individuals, with understanding and discretion. As your MWE partner navigates you through this process, you will be guided to consider important and necessary factors that will constitute your plan, such as:

  • How should business interests & investment assets be transferred in a tax efficient manner?
  • How will controlling interests in business & investment companies be held?
  • How should you resolve potential disagreements among family members?
  • How should you provide incentive performance compensation plans to key non-family employees?

In many areas of our lives, we need to seek the counsel of others. When considering such important decisions, such as the future of your business, your wealth, and your family’s well being, you want the professional and experienced help of a discreet advisor. Let MWE’s partners work with you, to help you plan and achieve optimal results for you and your loved ones.

Contact Us
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Long Island

1500 RXR Plaza - West Tower, Uniondale, NY 11556
T 516.747.2000 // F 516.747.6707

New York City

757 Third Avenue, Suite 2002, New York, NY 10017
T 212.973.1000 // F 212.973.1004

Grand Cayman

27 Hospital Road, Fifth Floor, P.O. Box 1748GT
George Town, Grand Cayman, Cayman Islands, B.W.I