You worked hard for your business. Now let’s make it work for you.
The Life of an Entrepreneur
Building a successful business creates financial complexity that compounds over time, from entity structures and tax obligations to succession planning and eventual liquidity events.
You put your own capital on the line and built something real. Along the way, the financial picture became more complex: multiple entities, layered tax obligations, key-person dependencies, and wealth concentrated in a single illiquid asset.
Whether you are planning a sale, structuring a succession, or ensuring your personal wealth keeps pace with the business, the right advisory team brings direct experience with transactions and structures like yours.
What Business Ownership Demands
Expertise to guide you from framework to efficiency to transition.
Create a framework for family wealth and legacy.
- Coordinate business succession, buy–sell agreements, and liquidity planning so the company can fund your retirement and your heirs’ future.
- Structure trusts, entities, and gifting so wealth transfers tax-efficiently with durable asset protection built in.
- Design a Private Family Office to coordinate investments, tax strategy, and estate work across family members and entities.
- Establish family governance with clear roles, rules, and decision-making so expectations are aligned across generations.
- Keep structures and documents current as laws and circumstances evolve, with incapacity provisions so trusted people are always authorized to act.
FirsTrust is an independent firm and is not affiliated with Adidas AG or its subsidiaries.
How the Dassler Family Chose to Protect Their Legacy
In 2014, the Dassler family chose FirsTrust to design a private Family Office with global investment access and independent oversight. Three generations of Adidas legacy wealth are now managed through the Adi Dassler Family Office.
Ready to see if we're the right fit?
If your wealth has grown beyond what simple advice can manage, we should talk.