As the nation’s demographics continue to shift from one generation to the next, family wealth is also in a time of great transition. As a result, the family limited partnership (FLP) has become a tool in the estate and succession planning toolbox.

Many high net-worth families and individuals realize the opportunities that exist for substantial gift and estate tax savings in inter-generational wealth transfer transactions in an FLP.

Mercer Capital provides dependable and efficient independent valuation services for Family Limited Partnerships.

Our professionals have extensive experience in dealing with a wide range of asset types within these entities, including stock, bonds, hedge funds, insurance policies, and real estate.

Without proper preparation, the cost of transferring wealth from one generation to another can be substantial.

Contact a Mercer Capital professional to discuss a valuation issue in confidence.