Cummings & Lockwood

Business Succession Planning

Home Email Page View as PDF Print Page

Cummings & Lockwood’s attorneys have extensive experience in the creation of succession planning strategies for owners of privately-held businesses on the cusp of a generational change. Our clients include traditional operating businesses, entrepreneurial enterprises, family investment partnerships and large family foundations.

Our Business Succession Planning practice capabilities include:

  • Developing tax-efficient strategies for transferring ownership and control through family generations
  • Planning for harmonious transitions of the business either during the owner’s lifetime or at death
  • Assisting clients in the sale of an operating business and/or the conversion of an operating business into an investment-oriented family venture

Cummings & Lockwood - The Choice for sophisticated legal counsel.

Name Title Practice Group Office Phone Email vCard
Chairman and Managing Director Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6590 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4930 Download vCard
Principal Private Clients Group Naples, FL 239.649.3196 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4936 Download vCard
Principal Private Clients Group Bonita Springs, FL 239.390.8062 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6554 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4298 Download vCard
Principal Private Clients Group Naples, FL 239.649.3180 Download vCard
Principal Private Clients Group, Commercial Real Estate Group West Hartford, CT 860.313.4931 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6511 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6503 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Palm Beach Gardens, FL 561.214.8508 Download vCard
Principal Private Clients Group Bonita Springs, FL 239.390.8067 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Bonita Springs, FL 239.390.8068 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4317 Download vCard
Counsel Private Clients Group, Family Office and Closely Held Business Group Bonita Springs, FL 239.390.8060 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4343 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6504 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4919 Download vCard
Heather J. Rhoades
Heather J. Rhoades

Chairman of Private Clients Group

hrhoades@cl-law.com

T860.313.4933

F860.313.4968

Chairman of Private Clients Group Private Clients Group West Hartford, CT 860.313.4933 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4656 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6542 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4308 Download vCard
Counsel Private Clients Group Stamford, CT 203.351.4692 Download vCard