Planning focus
- Shareholding, partner, or succession arrangements.
- Protection for surviving shareholders and company operations.
- Liquidity direction for the affected owner’s family.
- Reducing disruption caused by sudden death or incapacity.
SQ Life / Services
Business Protection Trust
A business owner’s plan should protect both the company and the family.
When a key shareholder, partner, or operator suddenly passes away or becomes unable to participate, business continuity, shareholding treatment, and family liquidity need to be planned in advance.
Why discuss this early
Business value is not only on the balance sheet. It also sits in client relationships, operating control, cash flow, and partner expectations. Early planning gives the family and company clearer next steps after an unexpected event.
Clarify business continuity before it becomes urgent.
We can begin with shareholding structure, key persons, and family protection needs.