Advice for Starting Your Business

Protect Your Business With a Shareholder Agreement

Putting important provisions in your shareholder agreement can ensure that you and your shareholders are working from the same set of expectations when making decisions.

How Family Businesses Can Avoid the Wealth Transfer Trap

In Partnership with WSJ Custom Studios

An estimated $8.8 trillion will be passed down to Gen X and millennials by 2027. But research shows that 70% of families lose their wealth by the second generation and 90% lose it by the third. Why?

Participating in Your Business After You Sell It

The role you choose to play in your business after the sale will depend on the arrangements you are able to negotiate with the buyer. You should decide what you want before you make the deal.

We understand that owning a business is complex. We can help.

How We Can Serve You

Our multi-discipline team will provide you with holistic, objective advice at each stage of the business lifecycle, including:

  • Business succession planning
  • Wealth transfer and tax mitigation strategies
  • Pre-transaction planning
  • Family governance planning and next generation education
  • Post-transaction investment strategy and lifestyle planning

Want to Learn More?


Contact us today for more information about how we can help, and we will connect you with one of our professionals.

Eric Czepyha

Eric Czepyha leads BNY Mellon Wealth Management’s Advice, Planning and Fiduciary Services. In this role, he is responsible for overseeing global wealth advisory, the national practice areas for business owners and family law, and fiduciary services.