Family Owned Businesses
Service to family owned business clients represents the foundation upon which Dopkins & Company was built. We have a passion for providing solutions that contribute to your success; helping you confront challenges and seize opportunities, for your business, your life and your family’s lives.
For a copy of our Family Owned Business Services brochure, please click here.
We’ve been fortunate to work with family-owned businesses for over 60 years. Our professionals are experienced working with clients of all sizes, in dozens of industries, with unique ownership structures and varying family dynamics. We believe our experience allows us to bring a point of view that adds value.
While “what” we do for our clients is of utmost importance, we believe “how we serve” is equally important and truly sets us apart. As embodied in our One-Firm culture, as we serve our family-owned business clients, our firm-wide focus is on helping our clients build, protect and ultimately transfer their wealth.
Our Solution
Recognizing that family, business and estate are equally essential elements to take into consideration, the Dopkins Family Owned Business team of professionals has developed a suite of services within a comprehensive and integrated service model. Each of these respective focus areas are customized based upon a client’s goals and objectives.
We’d like to have a conversation with you to discuss your needs together. For more information, please contact Tax Partner Albert Nigro at anigro@dopkins.com.
Learn more about Dopkins highlight services for Family Owned Business clients:
Dopkins Cash Balance Solution
Strategies to lower taxes and save more for retirement via pre-tax retirement contributions.
Read MoreDopkins Clear View Solution
We help our clients maintain a clear view of where they stand financially in order strategically focus on building, protecting and transferring wealth.
Read MoreSuccession Planning for Family Owned Business
The secret to a successful transfer of an operating business to a son or daughter is to start long before the transfer is necessary.
Read MoreGrowth and Exit Planning: Take our Business Owner Surveys
Do you have a formal plan for the transition of your privately held or family business? No matter the timeframe – next year or ten years from now, the journey begins here.
Take the SurveysWealth Management
A custom approach to Build, Protect and Transfer Wealth for each client
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