Running a family business comes with unique challenges. Cornerstone has given us outside perspective. They’ve been a huge help when it comes to finding a direction for the business, defining our vision, and communicating that vision to bring everyone in the organization — and family — together.

    They came up with an innovative tax solution to help move control of the company from the third to the fourth to the fifth generation — and all without significant gift and estate taxes. We never could have done that on our own.

    Cornerstone helped us strategically. They opened doors for us by taking us to another level when it came to banking and possibilities. We couldn’t have done it without them.

    For more than 17 years, Cornerstone has guided us through estate needs, tax solutions and creating business continuity trusts. Their insights on our succession plan have put me at ease knowing everything’s in order for my family and my employees.

    Cornerstone helped us create a non-qualified compensation plan for our key associates. They also helped us identify the weaknesses in our existing succession plan. They provided us not only with solutions we were looking for, but service and support we ultimately needed.

    Cornerstone has allowed each generation of our family the luxury of sleeping soundly every night, knowing that our business and families will be financially secure upon our ‘untimely’ demise.

    Cornerstone was instrumental in pulling together our ESOP. It was a complicated process but they listened to our needs, worked with our lawyer, and took our business plan to a whole new level.

    Cornerstone worked with me and my key managers to create a seamless plan for succession. They’ve established trusts and capped federal estate tax liability for the corporation. They were careful and thorough and came up with an excellent plan.